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Sterling Investment Management’s Boeing BA Stock Holding History

Sterling Investment Management’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 		$2.19M Sell
10,117
-340
-3% -$75.6K 1.2% 25
2026
Q1 		$2.08M Sell
10,457
-262
-2% -$59.7K 1.25% 24
2025
Q4 		$2.33M Sell
10,719
-103
-1% -$21.2K 1.32% 23
2025
Q3 		$2.34M Sell
10,822
-39
-0.4% -$8.79K 1.4% 23
2025
Q2 		$2.28M Sell
10,861
-55
-0.5% -$10.4K 1.51% 25
2025
Q1 		$1.86M Sell
10,916
-127
-1% -$22K 1.33% 26
2024
Q4 		$1.95M Buy
11,043
+2,899
+36% +$455K 1.53% 25
2024
Q3 		$1.24M Sell
8,144
-495
-6% -$84.9K 0.94% 33
2024
Q2 		$1.57M Buy
8,639
+3,558
+70% +$634K 1.19% 28
2024
Q1 		$981K Buy
+5,081
New +$1.04M 0.69% 41
2020
Q3 		– Sell
-13,078
Closed -$2.4M – 63
2020
Q2 		$2.4M Buy
13,078
+302
+2% +$46.4K 1.85% 17
2020
Q1 		$1.91M Buy
12,776
+9,703
+316% +$2.66M 1.66% 20
2019
Q4 		$1M Buy
+3,073
New +$1.09M 0.66% 40

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Sterling Investment Management's BA Position: Q2 2026 in Review

Sterling Investment Management reduced its Boeing (BA) stake by 3.3% in Q2 2026, selling an estimated $75.6K and leaving 10,117 shares worth $2.19M. The position accounts for 1.2% of the portfolio, ranked #25.

Sterling Investment Management first reported a position in BA in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.4M in Q2 2020. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Sterling Investment Management held 10,117 shares of Boeing worth $2.19M as of Q2 2026.
  • Sterling Investment Management sold 340 Boeing shares in Q2 2026, an estimated $75.6K.
  • Boeing made up 1.2% of Sterling Investment Management's portfolio in Q2 2026, its #25 holding.
  • Sterling Investment Management first reported a position in Boeing in Q4 2019 and has held it in 13 quarters since.
  • Sterling Investment Management's Boeing position peaked at $2.4M in Q2 2020.
  • 846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.