Royal Fund Management’s Boeing BA Stock Holding History

Royal Fund Management’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	–	Sell	-200	Closed	-$18	–	303
2026 Q1	$18	Buy	200 +99	+98%	+$22.5K	﹤0.01%	297
2025 Q4	$139K	Sell	101 -39	-28%	-$8.02K	0.01%	265
2025 Q3	$180K	Buy	+140	New	+$31.6K	0.02%	230
2023 Q3	–	Sell	-300	Closed	-$63.3K	–	270
2023 Q2	$63.3K	Buy	300 +100	+50%	+$20.8K	0.01%	266
2023 Q1	$42.5K	Sell	200 -4,200	-95%	-$873K	0.01%	264
2022 Q4	$838K	Buy	4,400 +2,400	+120%	+$393K	0.13%	137
2022 Q3	$242K	Buy	+2,000	New	+$307K	0.04%	197
2020 Q2	–	Sell	-25	Closed	-$1K	–	178
2020 Q1	$1K	Buy	+25	New	+$6.84K	﹤0.01%	513

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Royal Fund Management's BA Position: Q2 2026 in Review

Royal Fund Management reduced its Boeing (BA) stake by 89% in Q2 2026, selling an estimated $2.74M and leaving 1,445 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #248.

Royal Fund Management first reported a position in BA in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.2M in Q3 2025. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Royal Fund Management held 1,445 shares of Boeing worth $313K as of Q2 2026.
Royal Fund Management sold 12,300 Boeing shares in Q2 2026, an estimated $2.74M.
Boeing made up 0.03% of Royal Fund Management's portfolio in Q2 2026, its #248 holding.
Royal Fund Management first reported a position in Boeing in Q4 2016 and has held it in 36 quarters since.
Royal Fund Management's Boeing position peaked at $3.2M in Q3 2025.
846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.