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SlateStone Wealth’s Boeing BA Stock Holding History

SlateStone Wealth’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 		$450K Sell
2,079
-497
-19% -$111K 0.03% 230
2026
Q1 		$513K Sell
2,576
-320
-11% -$72.9K 0.04% 215
2025
Q4 		$629K Buy
2,896
+253
+10% +$52K 0.05% 199
2025
Q3 		$570K Buy
2,643
+247
+10% +$55.7K 0.05% 201
2025
Q2 		$502K Hold
2,396
– – 0.05% 205
2025
Q1 		$409K Sell
2,396
-96
-4% -$16.6K 0.04% 217
2024
Q4 		$441K Sell
2,492
-59
-2% -$9.26K 0.04% 212
2024
Q3 		$388K Sell
2,551
-12
-0.5% -$2.06K 0.03% 224
2024
Q2 		$466K Sell
2,563
-103
-4% -$18.4K 0.05% 207
2024
Q1 		$515K Buy
2,666
+100
+4% +$20.5K 0.05% 199
2023
Q4 		$669K Sell
2,566
-158
-6% -$33.8K 0.09% 144
2023
Q3 		$522K Buy
2,724
+58
+2% +$12.7K 0.08% 150
2023
Q2 		$563K Sell
2,666
-18
-0.7% -$3.74K 0.11% 124
2023
Q1 		$570K Sell
2,684
-110
-4% -$22.9K 0.12% 125
2022
Q4 		$532K Buy
2,794
+65
+2% +$10.6K 0.13% 112
2022
Q3 		$330K Buy
2,729
+235
+9% +$36K 0.09% 142
2022
Q2 		$341K Sell
2,494
-1,000
-29% -$148K 0.09% 143
2022
Q1 		$669K Buy
3,494
+350
+11% +$70.3K 0.15% 99
2021
Q4 		$633K Buy
+3,144
New +$664K 0.14% 105
2021
Q3 		– Sell
-5,699
Closed -$1.36M – 171
2021
Q2 		$1.36M Hold
5,699
– – 0.31% 76
2021
Q1 		$1.45M Buy
+5,699
New +$1.27M 0.36% 68
2020
Q4 		– Sell
-1,519
Closed -$251K – 172
2020
Q3 		$251K Sell
1,519
-10
-0.7% -$1.7K 0.05% 160
2020
Q2 		$280K Buy
+1,529
New +$235K 0.06% 154
2020
Q1 		– Sell
-3,480
Closed -$1.13M – 177
2019
Q4 		$1.13M Buy
3,480
+145
+4% +$51.3K 0.26% 90
2019
Q3 		$1.27M Buy
3,335
+392
+13% +$140K 0.37% 69
2019
Q2 		$1.07M Sell
2,943
-293
-9% -$107K 0.3% 76
2019
Q1 		$1.23M Buy
+3,236
New +$1.25M 0.38% 61

Other funds holding BA

Ninety One (UK)
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
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
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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

SlateStone Wealth's BA Position: Q2 2026 in Review

SlateStone Wealth reduced its Boeing (BA) stake by 19% in Q2 2026, selling an estimated $111K and leaving 2,079 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #230.

SlateStone Wealth first reported a position in BA in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.45M in Q1 2021. 672 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • SlateStone Wealth held 2,079 shares of Boeing worth $450K as of Q2 2026.
  • SlateStone Wealth sold 497 Boeing shares in Q2 2026, an estimated $111K.
  • Boeing made up 0.03% of SlateStone Wealth's portfolio in Q2 2026, its #230 holding.
  • SlateStone Wealth first reported a position in Boeing in Q1 2019 and has held it in 27 quarters since.
  • SlateStone Wealth's Boeing position peaked at $1.45M in Q1 2021.
  • 672 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.