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Synergy Investment Management’s Boeing BA Stock Holding History

Synergy 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 		$157K Buy
732
+630
+618% +$140K 0.04% 199
2026
Q1 		$20.3K Buy
+102
New +$23.2K 0.01% 401
2025
Q2 		– Sell
-59
Closed -$10.1K – 115
2025
Q1 		$10.1K Hold
59
– – ﹤0.01% 385
2024
Q4 		$10.4K Buy
+59
New +$9.26K ﹤0.01% 387

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 $3.38T AUM 44.17% 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

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

Synergy Investment Management increased its Boeing (BA) stake by 618% in Q2 2026, buying an estimated $140K and bringing the position to 732 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #199.

Synergy Investment Management first reported a position in BA in Q4 2024 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Synergy Investment Management held 732 shares of Boeing worth $157K as of Q2 2026.
  • Synergy Investment Management bought 630 Boeing shares in Q2 2026, an estimated $140K.
  • Boeing made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #199 holding.
  • Synergy Investment Management first reported a position in Boeing in Q4 2024 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.