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S.A. Mason’s Boeing BA Stock Holding History

S.A. Mason’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 		$746K Sell
3,447
-1,025
-23% -$228K 0.23% 95
2026
Q1 		$890K Hold
4,472
– – 0.33% 76
2025
Q4 		$971K Sell
4,472
-50
-1% -$10.3K 0.38% 69
2025
Q3 		$976K Buy
4,522
+7
+0.2% +$1.58K 0.43% 60
2025
Q2 		$946K Sell
4,515
-30
-0.7% -$5.67K 0.46% 56
2025
Q1 		$775K Hold
4,545
– – 0.41% 63
2024
Q4 		$804K Sell
4,545
-5
-0.1% -$785 0.42% 61
2024
Q3 		$692K Buy
4,550
+5
+0.1% +$857 0.37% 68
2024
Q2 		$827K Hold
4,545
– – 0.47% 55
2024
Q1 		$877K Buy
4,545
+2,500
+122% +$514K 0.53% 49
2023
Q4 		$533K Buy
2,045
+20
+1% +$4.28K 0.36% 76
2023
Q3 		$388K Buy
2,025
+500
+33% +$109K 0.28% 97
2023
Q2 		$324K Hold
1,525
– – 0.24% 112
2023
Q1 		$324K Hold
1,525
– – 0.24% 112
2022
Q4 		$290K Hold
1,525
– – 0.22% 119
2022
Q3 		$185K Sell
1,525
-375
-20% -$57.5K 0.15% 152
2022
Q2 		$260K Sell
1,900
-25
-1% -$3.69K 0.19% 131
2022
Q1 		$369K Buy
1,925
+1,250
+185% +$251K 0.23% 114
2021
Q4 		$136K Buy
675
+200
+42% +$42.3K 0.08% 183
2021
Q3 		$104K Hold
475
– – 0.07% 200
2021
Q2 		$114K Sell
475
-10
-2% -$2.42K 0.08% 192
2021
Q1 		$124K Sell
485
-25
-5% -$5.56K 0.09% 180
2020
Q4 		$109K Sell
510
-730
-59% -$140K 0.09% 179
2020
Q3 		$205K Sell
1,240
-20
-2% -$3.41K 0.2% 129
2020
Q2 		$231K Sell
1,260
-155
-11% -$23.8K 0.24% 110
2020
Q1 		$211K Sell
1,415
-240
-15% -$65.7K 0.26% 104
2019
Q4 		$539K Buy
+1,655
New +$586K 0.51% 61

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

S.A. Mason's BA Position: Q2 2026 in Review

S.A. Mason reduced its Boeing (BA) stake by 23% in Q2 2026, selling an estimated $228K and leaving 3,447 shares worth $746K. The position accounts for 0.23% of the portfolio, ranked #95.

S.A. Mason first reported a position in BA in Q4 2019 and has held it in 27 quarters since. The position peaked at $976K in Q3 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • S.A. Mason held 3,447 shares of Boeing worth $746K as of Q2 2026.
  • S.A. Mason sold 1,025 Boeing shares in Q2 2026, an estimated $228K.
  • Boeing made up 0.23% of S.A. Mason's portfolio in Q2 2026, its #95 holding.
  • S.A. Mason first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's Boeing position peaked at $976K in Q3 2025.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.