WIM
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Westside Investment Management’s Boeing BA Stock Holding History

Westside 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
Q2 		$1.19M Sell
5,518
-23
-0.4% -$5.12K 0.16% 129
2026
Q1 		$1.11M Sell
5,541
-80
-1% -$18.2K 0.17% 130
2025
Q4 		$1.23M Buy
5,621
+50
+0.9% +$10.3K 0.2% 109
2025
Q3 		$1.2M Buy
5,571
+120
+2% +$27.1K 0.19% 111
2025
Q2 		$1.14M Buy
5,451
+90
+2% +$17K 0.21% 107
2025
Q1 		$913K Sell
5,361
-210
-4% -$36.3K 0.19% 115
2024
Q4 		$986K Sell
5,571
-925
-14% -$145K 0.21% 113
2024
Q3 		$1.03M Sell
6,496
-1,870
-22% -$321K 0.22% 111
2024
Q2 		$1.53M Sell
8,366
-50
-0.6% -$8.91K 0.35% 73
2024
Q1 		$1.62M Sell
8,416
-269
-3% -$55.3K 0.39% 67
2023
Q4 		$2.26M Sell
8,685
-327
-4% -$69.9K 0.58% 45
2023
Q3 		$1.73M Sell
9,012
-50
-0.6% -$10.9K 0.5% 53
2023
Q2 		$1.91M Sell
9,062
-40
-0.4% -$8.31K 0.54% 49
2023
Q1 		$1.92M Buy
9,102
+42
+0.5% +$8.73K 0.56% 48
2022
Q4 		$307K Sell
9,060
-800
-8% -$131K 0.76% 32
2022
Q3 		$283K Buy
9,860
+700
+8% +$107K 0.68% 38
2022
Q2 		$269K Hold
9,160
– – 0.61% 38
2022
Q1 		$303K Buy
9,160
+1,090
+14% +$219K 0.66% 36
2021
Q4 		$295K Buy
8,070
+330
+4% +$69.7K 0.67% 33
2021
Q3 		$309K Buy
7,740
+1,185
+18% +$264K 0.71% 31
2021
Q2 		$322K Sell
6,555
-50
-0.8% -$12.1K 0.75% 30
2021
Q1 		$342K Buy
6,605
+304
+5% +$67.6K 0.9% 27
2020
Q4 		$258K Sell
6,301
-1,486
-19% -$286K 0.71% 33
2020
Q3 		$252K Buy
7,787
+1,709
+28% +$291K 0.11% 29
2020
Q2 		$150K Buy
6,078
+2,543
+72% +$391K 0.09% 37
2020
Q1 		$117K Buy
+3,535
New +$968K 0.08% 40
2019
Q2 		$1.4K Buy
+3,856
New +$1.41M ﹤0.01% 105
2018
Q4 		$1.25M Sell
3,865
-93
-2% -$32.1K 0.46% 37
2018
Q3 		$1.51M Hold
3,958
– – 0.48% 29
2018
Q2 		$1.33M Sell
3,958
-6
-0.2% -$2.06K 0.47% 31
2018
Q1 		$1.28M Sell
3,964
-160
-4% -$54.1K 0.7% 31
2017
Q4 		$1.28M Sell
4,124
-209
-5% -$56.6K 0.69% 30
2017
Q3 		$1.12M Sell
4,333
-8
-0.2% -$1.86K 0.68% 32
2017
Q2 		$885K Sell
4,341
-7
-0.2% -$1.3K 0.58% 46
2017
Q1 		$770K Buy
4,348
+3,303
+316% +$563K 0.37% 48
2016
Q4 		$167K Buy
+1,045
New +$153K 0.11% 102

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Westside Investment Management's BA Position: Q2 2026 in Review

Westside Investment Management reduced its Boeing (BA) stake by 0.42% in Q2 2026, selling an estimated $5.12K and leaving 5,518 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #129.

Westside Investment Management first reported a position in BA in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.26M in Q4 2023. 1,022 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Westside Investment Management held 5,518 shares of Boeing worth $1.19M as of Q2 2026.
  • Westside Investment Management sold 23 Boeing shares in Q2 2026, an estimated $5.12K.
  • Boeing made up 0.16% of Westside Investment Management's portfolio in Q2 2026, its #129 holding.
  • Westside Investment Management first reported a position in Boeing in Q4 2016 and has held it in 36 quarters since.
  • Westside Investment Management's Boeing position peaked at $2.26M in Q4 2023.
  • 1,022 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.