Stephen J. Garry & Associates
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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
Q3 		– Sell
-961
Closed -$208K – 51
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Stephen J. Garry & Associates's BA Position: Q3 2026 in Review

Stephen J. Garry & Associates sold out of Boeing (BA) in Q3 2026, closing a stake of 961 shares — an estimated $208K sold.

Stephen J. Garry & Associates first reported a position in BA in Q4 2023 and held it in 7 quarters. The position peaked at $260K in Q4 2023. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Stephen J. Garry & Associates reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Stephen J. Garry & Associates sold 961 Boeing shares in Q3 2026, an estimated $208K.
  • Stephen J. Garry & Associates first reported a position in Boeing in Q4 2023 and held it in 7 quarters.
  • Stephen J. Garry & Associates's Boeing position peaked at $260K in Q4 2023.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.