Stephen J. Garry & Associates’s Boeing BA Stock Holding History

Stephen J. Garry & Associates’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	$208K	Sell	961 -100	-9%	-$22.2K	0.15%	52
2026 Q1	$211K	Sell	1,061 -100	-9%	-$22.8K	0.17%	50
2025 Q4	$252K	Hold	1,161	–	–	0.2%	47
2025 Q3	$251K	Hold	1,161	–	–	0.2%	43
2025 Q2	$243K	Buy	+1,161	New	+$219K	0.21%	43
2025 Q1	–	Sell	-1,161	Closed	-$206K	–	44
2024 Q4	$206K	Buy	+1,161	New	+$182K	0.19%	43
2024 Q1	–	Sell	-999	Closed	-$260K	–	42
2023 Q4	$260K	Buy	+999	New	+$214K	0.29%	34

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

Stephen J. Garry & Associates's BA Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its Boeing (BA) stake by 9.4% in Q2 2026, selling an estimated $22.2K and leaving 961 shares worth $208K. The position accounts for 0.15% of the portfolio, ranked #52.

Stephen J. Garry & Associates first reported a position in BA in Q4 2023 and has held it in 7 quarters since. The position peaked at $260K in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Stephen J. Garry & Associates held 961 shares of Boeing worth $208K as of Q2 2026.
Stephen J. Garry & Associates sold 100 Boeing shares in Q2 2026, an estimated $22.2K.
Boeing made up 0.15% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #52 holding.
Stephen J. Garry & Associates first reported a position in Boeing in Q4 2023 and has held it in 7 quarters since.
Stephen J. Garry & Associates's Boeing position peaked at $260K in Q4 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.