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Symphony Financial’s Boeing BA Stock Holding History

Symphony Financial’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 		$260K Buy
1,207
+126
+12% +$28K 0.03% 298
2026
Q1 		$211K Buy
+1,081
New +$246K 0.03% 299
2025
Q4 		– Sell
-1,256
Closed -$269K – 291
2025
Q3 		$269K Sell
1,256
-514
-29% -$116K 0.03% 231
2025
Q2 		$250K Buy
+1,770
New +$334K 0.03% 222
2025
Q1 		– Sell
-1,343
Closed -$236K – 104
2024
Q4 		$236K Buy
+1,343
New +$211K 0.04% 201
2024
Q3 		– Sell
-2,905
Closed -$531K – 226
2024
Q2 		$531K Sell
2,905
-2,417
-45% -$431K 0.1% 133
2024
Q1 		$1.03M Sell
5,322
-429
-7% -$88.2K 0.24% 80
2023
Q4 		$1.16M Buy
5,751
+590
+11% +$126K 0.25% 80
2023
Q3 		$970K Sell
5,161
-2,341
-31% -$512K 0.24% 75
2023
Q2 		$1.59M Buy
7,502
+345
+5% +$71.7K 0.39% 57
2023
Q1 		$1.51M Buy
7,157
+3,457
+93% +$718K 0.39% 55
2022
Q4 		$753K Buy
3,700
+344
+10% +$56.3K 0.2% 99
2022
Q3 		$421K Sell
3,356
-3,124
-48% -$479K 0.14% 147
2022
Q2 		$897K Buy
6,480
+4,360
+206% +$643K 0.27% 79
2022
Q1 		$377K Buy
2,120
+250
+13% +$50.2K 0.09% 151
2021
Q4 		$389K Sell
1,870
-2,324
-55% -$491K 0.11% 124
2021
Q3 		$945K Sell
4,194
-9,776
-70% -$2.18M 0.33% 55
2021
Q2 		$3.36M Sell
13,970
-8,584
-38% -$2.08M 1.14% 19
2021
Q1 		$7.1M Sell
22,554
-4,546
-17% -$1.01M 1.88% 13
2020
Q4 		$5.49M Buy
27,100
+24,551
+963% +$4.72M 1.97% 11
2020
Q3 		$421K Sell
2,549
-1,668
-40% -$284K 0.17% 87
2020
Q2 		$773K Buy
4,217
+2,847
+208% +$438K 0.37% 45
2020
Q1 		$209K Buy
+1,370
New +$375K 0.14% 91

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 $3.37T AUM 44.26% 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

Symphony Financial's BA Position: Q2 2026 in Review

Symphony Financial increased its Boeing (BA) stake by 12% in Q2 2026, buying an estimated $28K and bringing the position to 1,207 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #298.

Symphony Financial first reported a position in BA in Q1 2020 and has held it in 23 quarters since. The position peaked at $7.1M in Q1 2021. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Symphony Financial held 1,207 shares of Boeing worth $260K as of Q2 2026.
  • Symphony Financial bought 126 Boeing shares in Q2 2026, an estimated $28K.
  • Boeing made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #298 holding.
  • Symphony Financial first reported a position in Boeing in Q1 2020 and has held it in 23 quarters since.
  • Symphony Financial's Boeing position peaked at $7.1M in Q1 2021.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.