Simon Quick Advisors
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Simon Quick Advisors’s Boeing BA Stock Holding History

Simon Quick Advisors’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
Q3 		$432K Buy
2,323
+84
+4% +$18K 0.02% 308
2026
Q2 		$485K Buy
2,239
+412
+23% +$91.7K 0.02% 273
2026
Q1 		$364K Sell
1,827
-322
-15% -$73.3K 0.02% 284
2025
Q4 		$467K Buy
2,149
+27
+1% +$5.55K 0.02% 257
2025
Q3 		$458K Sell
2,122
-650
-23% -$147K 0.02% 278
2025
Q2 		$581K Sell
2,772
-2,774
-50% -$524K 0.03% 233
2025
Q1 		$946K Buy
5,546
+1,422
+34% +$246K 0.05% 178
2024
Q4 		$730K Buy
4,124
+2,229
+118% +$350K 0.04% 194
2024
Q3 		$288K Sell
1,895
-329
-15% -$56.4K 0.02% 332
2024
Q2 		$405K Sell
2,224
-659
-23% -$117K 0.03% 247
2024
Q1 		$556K Buy
2,883
+954
+49% +$196K 0.04% 189
2023
Q4 		$503K Buy
1,929
+57
+3% +$12.2K 0.04% 177
2023
Q3 		$359K Buy
1,872
+115
+7% +$25.2K 0.03% 207
2023
Q2 		$371K Buy
1,757
+29
+2% +$6.02K 0.03% 183
2023
Q1 		$367K Buy
1,728
+395
+30% +$82.1K 0.04% 182
2022
Q4 		$254K Buy
+1,333
New +$218K 0.03% 198
2022
Q2 		– Sell
-205
Closed -$39K – 198
2022
Q1 		$39K Buy
205
+5
+3% +$1K 0.01% 232
2021
Q4 		$40K Sell
200
-71
-26% -$15K 0.01% 244
2021
Q3 		$59K Buy
271
+171
+171% +$38.1K 0.02% 233
2021
Q2 		$23K Hold
100
– – 0.01% 320
2021
Q1 		$25K Hold
100
– – 0.01% 339
2020
Q4 		$21K Hold
100
– – 0.01% 326
2020
Q3 		$17K Sell
100
-915
-90% -$156K ﹤0.01% 311
2020
Q2 		$186K Buy
1,015
+870
+600% +$134K 0.07% 86
2020
Q1 		$22K Buy
145
+143
+7,150% +$39.1K 0.01% 275
2019
Q4 		$1K Sell
2
-111
-98% -$39.3K ﹤0.01% 631
2019
Q3 		$43K Sell
113
-116
-51% -$41.5K 0.02% 187
2019
Q2 		$83.5K Sell
229
-96
-30% -$35K 0.04% 95
2019
Q1 		$124K Buy
+325
New +$125K 0.05% 100
2018
Q1 		– Sell
-237
Closed -$84K – 319
2017
Q4 		$84K Buy
+237
New +$64.2K 0.04% 171

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Simon Quick Advisors's BA Position: Q3 2026 in Review

Simon Quick Advisors increased its Boeing (BA) stake by 3.8% in Q3 2026, buying an estimated $18K and bringing the position to 2,323 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #308.

Simon Quick Advisors first reported a position in BA in Q4 2017 and has held it in 30 quarters since. The position peaked at $946K in Q1 2025. 885 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Simon Quick Advisors held 2,323 shares of Boeing worth $432K as of Q3 2026.
  • Simon Quick Advisors bought 84 Boeing shares in Q3 2026, an estimated $18K.
  • Boeing made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #308 holding.
  • Simon Quick Advisors first reported a position in Boeing in Q4 2017 and has held it in 30 quarters since.
  • Simon Quick Advisors's Boeing position peaked at $946K in Q1 2025.
  • 885 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.