Sage Investment Advisers’s Boeing BA Stock Holding History

Sage Investment Advisers’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	$1.74M	Sell	8,049 -295	-4%	-$65.6K	1.17%	25
2026 Q1	$1.73M	Buy	8,344 +325	+4%	+$74K	1.28%	24
2025 Q4	$1.74M	Buy	+8,019	New	+$1.65M	1.31%	24
2024 Q3	$1.08M	Buy	7,081 +301	+4%	+$51.6K	1.13%	27
2024 Q2	$1.23M	Sell	6,780 -300	-4%	-$53.5K	1.4%	26
2024 Q1	$1.37M	Sell	7,080 -220	-3%	-$45.2K	1.57%	25
2023 Q4	$1.9M	Sell	7,300 -150	-2%	-$32.1K	2.31%	14
2023 Q3	$1.43M	Sell	7,450 -25	-0.3%	-$5.47K	1.96%	22
2023 Q2	$1.58M	Sell	7,475 -300	-4%	-$62.3K	2.11%	18
2023 Q1	$1.65M	Sell	7,775 -250	-3%	-$51.9K	2.21%	17
2022 Q4	$1.53M	Sell	8,025 -1,026	-11%	-$168K	2.18%	15
2022 Q3	$1.1M	Buy	9,051 +600	+7%	+$92K	1.73%	22
2022 Q2	$1.16M	Buy	8,451 +135	+2%	+$19.9K	1.81%	20
2022 Q1	$1.59M	Buy	8,316 +75	+0.9%	+$15.1K	2.11%	14
2021 Q4	$1.66M	Buy	+8,241	New	+$1.74M	2.14%	15

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

Sage Investment Advisers's BA Position: Q2 2026 in Review

Sage Investment Advisers reduced its Boeing (BA) stake by 3.5% in Q2 2026, selling an estimated $65.6K and leaving 8,049 shares worth $1.74M. The position accounts for 1.17% of the portfolio, ranked #25.

Sage Investment Advisers first reported a position in BA in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.9M in Q4 2023. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Sage Investment Advisers held 8,049 shares of Boeing worth $1.74M as of Q2 2026.
Sage Investment Advisers sold 295 Boeing shares in Q2 2026, an estimated $65.6K.
Boeing made up 1.17% of Sage Investment Advisers's portfolio in Q2 2026, its #25 holding.
Sage Investment Advisers first reported a position in Boeing in Q4 2021 and has held it in 15 quarters since.
Sage Investment Advisers's Boeing position peaked at $1.9M in Q4 2023.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.