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Soltis Investment Advisors’s Boeing BA Stock Holding History

Soltis Investment 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
Q2 		$6.14M Buy
28,351
+53
+0.2% +$11.8K 0.34% 76
2026
Q1 		$5.63M Buy
28,298
+983
+4% +$224K 0.36% 76
2025
Q4 		$5.93M Sell
27,315
-840
-3% -$173K 0.39% 65
2025
Q3 		$6.08M Buy
28,155
+841
+3% +$190K 0.42% 61
2025
Q2 		$5.72M Buy
27,314
+446
+2% +$84.2K 0.45% 58
2025
Q1 		$4.58M Sell
26,868
-1,236
-4% -$214K 0.41% 67
2024
Q4 		$4.97M Buy
28,104
+3,596
+15% +$564K 0.46% 61
2024
Q3 		$3.73M Sell
24,508
-170
-0.7% -$29.1K 0.36% 81
2024
Q2 		$4.49M Buy
24,678
+269
+1% +$47.9K 0.48% 67
2024
Q1 		$4.71M Buy
24,409
+146
+0.6% +$30K 0.53% 65
2023
Q4 		$6.32M Sell
24,263
-322
-1% -$68.9K 0.71% 36
2023
Q3 		$4.71M Buy
24,585
+192
+0.8% +$42K 0.61% 54
2023
Q2 		$5.15M Sell
24,393
-65
-0.3% -$13.5K 0.6% 50
2023
Q1 		$5.2M Sell
24,458
-263
-1% -$54.6K 0.66% 40
2022
Q4 		$4.71M Sell
24,721
-95
-0.4% -$15.5K 0.62% 41
2022
Q3 		$3M Buy
24,816
+11,706
+89% +$1.8M 0.45% 70
2022
Q2 		$1.79M Sell
13,110
-1,720
-12% -$254K 0.26% 96
2022
Q1 		$2.84M Sell
14,830
-217
-1% -$43.6K 0.39% 60
2021
Q4 		$3.03M Sell
15,047
-32
-0.2% -$6.76K 0.43% 47
2021
Q3 		$3.32M Sell
15,079
-107
-0.7% -$23.9K 0.51% 39
2021
Q2 		$3.64M Buy
15,186
+200
+1% +$48.4K 0.58% 35
2021
Q1 		$3.82M Sell
14,986
-3,562
-19% -$792K 0.7% 30
2020
Q4 		$3.97M Buy
18,548
+239
+1% +$45.9K 0.74% 30
2020
Q3 		$3.03M Buy
18,309
+376
+2% +$64.1K 0.71% 29
2020
Q2 		$3.29M Buy
17,933
+7,281
+68% +$1.12M 0.85% 28
2020
Q1 		$1.59M Buy
10,652
+1,997
+23% +$547K 0.49% 38
2019
Q4 		$2.82M Buy
+8,655
New +$3.06M 0.54% 35

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's BA Position: Q2 2026 in Review

Soltis Investment Advisors increased its Boeing (BA) stake by 0.19% in Q2 2026, buying an estimated $11.8K and bringing the position to 28,351 shares worth $6.14M. The position accounts for 0.34% of the portfolio, ranked #76.

Soltis Investment Advisors first reported a position in BA in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.32M in Q4 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Soltis Investment Advisors held 28,351 shares of Boeing worth $6.14M as of Q2 2026.
  • Soltis Investment Advisors bought 53 Boeing shares in Q2 2026, an estimated $11.8K.
  • Boeing made up 0.34% of Soltis Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Soltis Investment Advisors first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Boeing position peaked at $6.32M in Q4 2023.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.