Winslow Asset Management
BA icon

Winslow Asset Management’s Boeing BA Stock Holding History

Winslow Asset 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
Q3 		$8.41M Sell
45,211
-245
-0.5% -$52.5K 1.52% 26
2026
Q2 		$9.8M Buy
45,456
+1,850
+4% +$412K 1.71% 21
2026
Q1 		$8.68M Sell
43,606
-627
-1% -$143K 1.69% 24
2025
Q4 		$9.6M Buy
44,233
+196
+0.4% +$40.3K 1.77% 20
2025
Q3 		$9.5M Buy
44,037
+393
+0.9% +$88.6K 1.78% 19
2025
Q2 		$9.14M Buy
43,644
+1,849
+4% +$349K 1.84% 21
2025
Q1 		$7.13M Buy
41,795
+1,034
+3% +$179K 1.57% 28
2024
Q4 		$7.22M Buy
40,761
+3,096
+8% +$486K 1.44% 30
2024
Q3 		$5.73M Buy
37,665
+1,320
+4% +$226K 1.06% 37
2024
Q2 		$6.62M Buy
36,345
+4,272
+13% +$761K 1.3% 33
2024
Q1 		$6.19M Buy
32,073
+3,274
+11% +$673K 1.17% 38
2023
Q4 		$7.51M Buy
28,799
+552
+2% +$118K 1.53% 26
2023
Q3 		$5.41M Buy
28,247
+809
+3% +$177K 1.25% 34
2023
Q2 		$5.79M Buy
27,438
+2,557
+10% +$531K 1.25% 35
2023
Q1 		$5.28M Sell
24,881
-90
-0.4% -$18.7K 1.23% 38
2022
Q4 		$4.76M Buy
+24,971
New +$4.08M 1.13% 40
2021
Q3 		– Sell
-850
Closed -$204K – 88
2021
Q2 		$204K Hold
850
– – 0.04% 81
2021
Q1 		$217K Buy
+850
New +$189K 0.04% 76
2020
Q1 		– Sell
-947
Closed -$308K – 76
2019
Q4 		$308K Hold
947
– – 0.07% 76
2019
Q3 		$360K Hold
947
– – 0.09% 72
2019
Q2 		$345K Buy
947
+57
+6% +$20.8K 0.08% 73
2019
Q1 		$339K Hold
890
– – 0.07% 73
2018
Q4 		$287K Hold
890
– – 0.07% 78
2018
Q3 		$331K Hold
890
– – 0.06% 78
2018
Q2 		$299K Sell
890
-60
-6% -$20.6K 0.06% 81
2018
Q1 		$311K Hold
950
– – 0.06% 77
2017
Q4 		$280K Sell
950
-50
-5% -$13.5K 0.05% 81
2017
Q3 		$254K Buy
+1,000
New +$233K 0.05% 84

Other funds holding BA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Winslow Asset Management's BA Position: Q3 2026 in Review

Winslow Asset Management reduced its Boeing (BA) stake by 0.54% in Q3 2026, selling an estimated $52.5K and leaving 45,211 shares worth $8.41M. The position accounts for 1.52% of the portfolio, ranked #26.

Winslow Asset Management first reported a position in BA in Q3 2017 and has held it in 28 quarters since. The position peaked at $9.8M in Q2 2026. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Winslow Asset Management held 45,211 shares of Boeing worth $8.41M as of Q3 2026.
  • Winslow Asset Management sold 245 Boeing shares in Q3 2026, an estimated $52.5K.
  • Boeing made up 1.52% of Winslow Asset Management's portfolio in Q3 2026, its #26 holding.
  • Winslow Asset Management first reported a position in Boeing in Q3 2017 and has held it in 28 quarters since.
  • Winslow Asset Management's Boeing position peaked at $9.8M in Q2 2026.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Winslow Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.