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Venturi Wealth Management’s Boeing BA Stock Holding History

Venturi 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 		$3.01M Buy
13,919
+8,832
+174% +$1.96M 0.12% 93
2026
Q1 		$1.01M Buy
5,087
+2,175
+75% +$495K 0.05% 203
2025
Q4 		$632K Sell
2,912
-1,743
-37% -$358K 0.03% 287
2025
Q3 		$1M Buy
4,655
+30
+0.6% +$6.76K 0.05% 193
2025
Q2 		$969K Buy
4,625
+1,019
+28% +$192K 0.05% 205
2025
Q1 		$615K Sell
3,606
-127
-3% -$22K 0.03% 294
2024
Q4 		$661K Buy
3,733
+505
+16% +$79.3K 0.03% 282
2024
Q3 		$491K Sell
3,228
-291
-8% -$49.9K 0.03% 298
2024
Q2 		$640K Buy
3,519
+241
+7% +$43K 0.04% 238
2024
Q1 		$633K Buy
3,278
+449
+16% +$92.3K 0.04% 232
2023
Q4 		$737K Sell
2,829
-34
-1% -$7.27K 0.05% 218
2023
Q3 		$549K Sell
2,863
-151
-5% -$33K 0.04% 230
2023
Q2 		$636K Buy
3,014
+21
+0.7% +$4.36K 0.05% 198
2023
Q1 		$636K Sell
2,993
-309
-9% -$64.2K 0.05% 212
2022
Q4 		$629K Sell
3,302
-81
-2% -$13.2K 0.06% 221
2022
Q3 		$410K Buy
3,383
+642
+23% +$98.5K 0.04% 240
2022
Q2 		$375K Sell
2,741
-512
-16% -$75.5K 0.03% 250
2022
Q1 		$623K Buy
3,253
+340
+12% +$68.2K 0.05% 221
2021
Q4 		$586K Buy
2,913
+312
+12% +$65.9K 0.04% 233
2021
Q3 		$572K Sell
2,601
-612
-19% -$136K 0.05% 231
2021
Q2 		$770K Sell
3,213
-1,119
-26% -$271K 0.07% 193
2021
Q1 		$1.1M Sell
4,332
-334
-7% -$74.2K 0.11% 138
2020
Q4 		$999K Buy
4,666
+735
+19% +$141K 0.1% 147
2020
Q3 		$649K Buy
3,931
+1,666
+74% +$284K 0.08% 172
2020
Q2 		$415K Buy
+2,265
New +$348K 0.06% 200
2020
Q1 		– Sell
-12,443
Closed -$4.05M – 212
2019
Q4 		$4.05M Sell
12,443
-11,383
-48% -$4.03M 0.49% 59
2019
Q3 		$9.06M Buy
23,826
+976
+4% +$349K 1.17% 29
2019
Q2 		$8.32M Buy
22,850
+501
+2% +$183K 1.13% 33
2019
Q1 		$8.75M Buy
22,349
+2,661
+14% +$1.02M 1.14% 29
2018
Q4 		$6.12M Buy
19,688
+636
+3% +$220K 0.99% 26
2018
Q3 		$7.28M Buy
19,052
+385
+2% +$135K 1.29% 25
2018
Q2 		$6.42M Buy
18,667
+799
+4% +$275K 1.2% 29
2018
Q1 		$5.86M Sell
17,868
-8,634
-33% -$2.92M 1.13% 31
2017
Q4 		$7.82M Sell
26,502
-685
-3% -$185K 1.5% 14
2017
Q3 		$6.96M Sell
27,187
-4,488
-14% -$1.05M 1.47% 14
2017
Q2 		$6.26M Buy
+31,675
New +$5.9M 1.42% 17

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Venturi Wealth Management's BA Position: Q2 2026 in Review

Venturi Wealth Management increased its Boeing (BA) stake by 174% in Q2 2026, buying an estimated $1.96M and bringing the position to 13,919 shares worth $3.01M. The position accounts for 0.12% of the portfolio, ranked #93.

Venturi Wealth Management first reported a position in BA in Q2 2017 and has held it in 36 quarters since. The position peaked at $9.06M in Q3 2019. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Venturi Wealth Management held 13,919 shares of Boeing worth $3.01M as of Q2 2026.
  • Venturi Wealth Management bought 8,832 Boeing shares in Q2 2026, an estimated $1.96M.
  • Boeing made up 0.12% of Venturi Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Venturi Wealth Management first reported a position in Boeing in Q2 2017 and has held it in 36 quarters since.
  • Venturi Wealth Management's Boeing position peaked at $9.06M in Q3 2019.
  • 657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.