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TCV Trust & Wealth Management’s Boeing BA Stock Holding History

TCV Trust & Wealth 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 		$250K Sell
1,156
-200
-15% -$44.5K 0.02% 194
2026
Q1 		$270K Sell
1,356
-690
-34% -$157K 0.02% 187
2025
Q4 		$444K Buy
+2,046
New +$421K 0.04% 158
2020
Q2 		– Sell
-3,728
Closed -$556K – 174
2020
Q1 		$556K Sell
3,728
-21,640
-85% -$5.92M 0.09% 111
2019
Q4 		$8.26M Buy
25,368
+1,220
+5% +$432K 1% 39
2019
Q3 		$9.19M Buy
24,148
+714
+3% +$255K 1.19% 34
2019
Q2 		$8.53M Buy
23,434
+198
+0.9% +$72.2K 1.11% 35
2019
Q1 		$8.86M Buy
23,236
+20,485
+745% +$7.89M 1.17% 34
2018
Q4 		$887K Buy
2,751
+140
+5% +$48.4K 0.13% 103
2018
Q3 		$971K Buy
2,611
+12
+0.5% +$4.22K 0.13% 108
2018
Q2 		$872K Hold
2,599
– – 0.12% 108
2018
Q1 		$853K Hold
2,599
– – 0.12% 107
2017
Q4 		$766K Sell
2,599
-150
-5% -$40.6K 0.11% 114
2017
Q3 		$699K Sell
2,749
-200
-7% -$46.6K 0.1% 112
2017
Q2 		$583K Sell
2,949
-290
-9% -$54K 0.09% 125
2017
Q1 		$573K Buy
3,239
+15
+0.5% +$2.56K 0.09% 124
2016
Q4 		$502K Sell
3,224
-292
-8% -$42.6K 0.08% 124
2016
Q3 		$464K Hold
3,516
– – 0.08% 117
2016
Q2 		$457K Buy
3,516
+85
+2% +$11.1K 0.08% 118
2016
Q1 		$435K Hold
3,431
– – 0.08% 118
2015
Q4 		$496K Sell
3,431
-150
-4% -$21.6K 0.09% 114
2015
Q3 		$469K Hold
3,581
– – 0.08% 122
2015
Q2 		$496K Hold
3,581
– – 0.08% 122
2015
Q1 		$538K Buy
3,581
+450
+14% +$65.5K 0.09% 122
2014
Q4 		$407K Buy
3,131
+41
+1% +$5.2K 0.07% 134
2014
Q3 		$394K Hold
3,090
– – 0.07% 132
2014
Q2 		$393K Buy
3,090
+300
+11% +$39.2K 0.06% 133
2014
Q1 		$350K Buy
2,790
+40
+1% +$5.21K 0.06% 135
2013
Q4 		$376K Sell
2,750
-250
-8% -$32.5K 0.06% 132
2013
Q3 		$352K Buy
+3,000
New +$323K 0.07% 125

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

TCV Trust & Wealth Management's BA Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Boeing (BA) stake by 15% in Q2 2026, selling an estimated $44.5K and leaving 1,156 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #194.

TCV Trust & Wealth Management first reported a position in BA in Q3 2013 and has held it in 30 quarters since. The position peaked at $9.19M in Q3 2019. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • TCV Trust & Wealth Management held 1,156 shares of Boeing worth $250K as of Q2 2026.
  • TCV Trust & Wealth Management sold 200 Boeing shares in Q2 2026, an estimated $44.5K.
  • Boeing made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #194 holding.
  • TCV Trust & Wealth Management first reported a position in Boeing in Q3 2013 and has held it in 30 quarters since.
  • TCV Trust & Wealth Management's Boeing position peaked at $9.19M in Q3 2019.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.