WA
BA icon

Waddell & Associates’s Boeing BA Stock Holding History

Waddell & Associates’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 		$1.41M Buy
6,526
+553
+9% +$123K 0.07% 97
2026
Q1 		$1.19M Buy
5,973
+3,204
+116% +$730K 0.07% 95
2025
Q4 		$601K Sell
2,769
-466
-14% -$95.8K 0.04% 140
2025
Q3 		$698K Buy
3,235
+471
+17% +$106K 0.06% 98
2025
Q2 		$579K Buy
+2,764
New +$522K 0.06% 96
2024
Q2 		– Sell
-1,788
Closed -$345K – 140
2024
Q1 		$345K Hold
1,788
– – 0.05% 96
2023
Q4 		$505K Sell
1,788
-896
-33% -$192K 0.07% 78
2023
Q3 		$515K Buy
2,684
+12
+0.4% +$2.63K 0.08% 78
2023
Q2 		$564K Buy
2,672
+1,308
+96% +$272K 0.08% 70
2023
Q1 		$290K Buy
+1,364
New +$283K 0.05% 117
2021
Q3 		– Sell
-1,356
Closed -$325 – 112
2021
Q2 		$325 Buy
+1,356
New +$328K 0.05% 92

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
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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Waddell & Associates's BA Position: Q2 2026 in Review

Waddell & Associates increased its Boeing (BA) stake by 9.3% in Q2 2026, buying an estimated $123K and bringing the position to 6,526 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #97.

Waddell & Associates first reported a position in BA in Q2 2021 and has held it in 11 quarters since. 938 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Waddell & Associates held 6,526 shares of Boeing worth $1.41M as of Q2 2026.
  • Waddell & Associates bought 553 Boeing shares in Q2 2026, an estimated $123K.
  • Boeing made up 0.07% of Waddell & Associates's portfolio in Q2 2026, its #97 holding.
  • Waddell & Associates first reported a position in Boeing in Q2 2021 and has held it in 11 quarters since.
  • 938 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.