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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Synergy Investment Management's BA Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Boeing (BA) in Q1 2026: 102 shares worth $20.3K. The stake represents 0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in BA as recently as Q1 2025.

Synergy Investment Management first reported a position in BA in Q4 2024 and has held it in 3 quarters since. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Synergy Investment Management held 102 shares of Boeing worth $20.3K as of Q1 2026.
  • Boeing was a new Synergy Investment Management position in Q1 2026.
  • Boeing made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #401 holding.
  • Synergy Investment Management first reported a position in Boeing in Q4 2024 and has held it in 3 quarters since.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.