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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
2022
Q1 		– Sell
-100
Closed -$21K – 253
2021
Q4 		$21K Buy
+100
New +$21.1K ﹤0.01% 258

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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. 1,685 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.
  • 1,685 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.