Private Advisory Group’s Boeing BA Stock Holding History

Private Advisory Group’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Sell	5,342 -39,345	-88%	-$8.75M	0.06%	164
2026 Q1	$8.89M	Buy	44,687 +3,040	+7%	+$692K	0.58%	57
2025 Q4	$9.04M	Buy	41,647 +1,527	+4%	+$314K	0.71%	52
2025 Q3	$8.66M	Buy	40,120 +162	+0.4%	+$36.5K	0.71%	50
2025 Q2	$8.37M	Buy	39,958 +16,067	+67%	+$3.03M	0.76%	46
2025 Q1	$4.07M	Buy	+23,891	New	+$4.14M	0.46%	59
2020 Q3	–	Sell	-22,171	Closed	-$4.06M	–	103
2020 Q2	$4.06M	Sell	22,171 -10,045	-31%	-$1.54M	1.66%	21
2020 Q1	$4.8M	Buy	32,216 +17,841	+124%	+$4.88M	2.45%	10
2019 Q4	$4.68M	Buy	14,375 +883	+7%	+$313K	1.87%	16
2019 Q3	$5.13M	Sell	13,492 -853	-6%	-$305K	2.25%	11
2019 Q2	$5.22M	Buy	+14,345	New	+$5.23M	2.4%	8
2018 Q4	–	Sell	-2,448	Closed	-$895K	–	127
2018 Q3	$895K	Buy	2,448 +93	+4%	+$32.7K	0.46%	68
2018 Q2	$790K	Buy	+2,355	New	+$810K	0.4%	80
2018 Q1	–	Sell	-1,360	Closed	-$401K	–	104
2017 Q4	$401K	Buy	1,360 +284	+26%	+$76.9K	0.22%	94
2017 Q3	$273K	Buy	1,076 +54	+5%	+$12.6K	0.16%	110
2017 Q2	$202K	Buy	+1,022	New	+$190K	0.12%	124

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Advisory Group's BA Position: Q2 2026 in Review

Private Advisory Group reduced its Boeing (BA) stake by 88% in Q2 2026, selling an estimated $8.75M and leaving 5,342 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #164.

Private Advisory Group first reported a position in BA in Q2 2017 and has held it in 16 quarters since. The position peaked at $9.04M in Q4 2025. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Private Advisory Group held 5,342 shares of Boeing worth $1.16M as of Q2 2026.
Private Advisory Group sold 39,345 Boeing shares in Q2 2026, an estimated $8.75M.
Boeing made up 0.06% of Private Advisory Group's portfolio in Q2 2026, its #164 holding.
Private Advisory Group first reported a position in Boeing in Q2 2017 and has held it in 16 quarters since.
Private Advisory Group's Boeing position peaked at $9.04M in Q4 2025.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.