Trivium Point Advisory’s Boeing BA Stock Holding History

Trivium Point Advisory’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	$686K	Buy	3,168 +657	+26%	+$146K	0.06%	223
2026 Q1	$500K	Sell	2,511 -57	-2%	-$13K	0.09%	191
2025 Q4	$558K	Buy	2,568 +642	+33%	+$132K	0.06%	231
2025 Q3	$416K	Buy	+1,926	New	+$434K	0.04%	257
2020 Q1	–	Sell	-3,251	Closed	-$1.06M	–	143
2019 Q4	$1.06M	Buy	3,251 +43	+1%	+$15.2K	0.41%	99
2019 Q3	$1.2M	Buy	3,208 +1,580	+97%	+$565K	0.55%	89
2019 Q2	$593K	Buy	+1,628	New	+$594K	0.26%	113

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trivium Point Advisory's BA Position: Q2 2026 in Review

Trivium Point Advisory increased its Boeing (BA) stake by 26% in Q2 2026, buying an estimated $146K and bringing the position to 3,168 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #223.

Trivium Point Advisory first reported a position in BA in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.2M in Q3 2019. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Trivium Point Advisory held 3,168 shares of Boeing worth $686K as of Q2 2026.
Trivium Point Advisory bought 657 Boeing shares in Q2 2026, an estimated $146K.
Boeing made up 0.06% of Trivium Point Advisory's portfolio in Q2 2026, its #223 holding.
Trivium Point Advisory first reported a position in Boeing in Q2 2019 and has held it in 7 quarters since.
Trivium Point Advisory's Boeing position peaked at $1.2M in Q3 2019.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.