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XML Financial’s Boeing BA Stock Holding History

XML Financial’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 		$1.81M Sell
8,380
-367
-4% -$81.7K 0.13% 135
2026
Q1 		$1.74M Sell
8,747
-158
-2% -$36K 0.14% 134
2025
Q4 		$1.93M Buy
8,905
+43
+0.5% +$8.84K 0.16% 124
2025
Q3 		$1.91M Sell
8,862
-666
-7% -$150K 0.16% 127
2025
Q2 		$2M Sell
9,528
-534
-5% -$101K 0.17% 120
2025
Q1 		$1.72M Buy
10,062
+505
+5% +$87.4K 0.16% 122
2024
Q4 		$1.69M Buy
9,557
+132
+1% +$20.7K 0.15% 126
2024
Q3 		$1.43M Buy
9,425
+906
+11% +$155K 0.13% 143
2024
Q2 		$1.55M Sell
8,519
-1,414
-14% -$252K 0.16% 134
2024
Q1 		$1.92M Buy
9,933
+1,517
+18% +$312K 0.2% 118
2023
Q4 		$2.19M Buy
8,416
+196
+2% +$41.9K 0.23% 106
2023
Q3 		$1.58M Buy
8,220
+828
+11% +$181K 0.19% 122
2023
Q2 		$1.56M Buy
7,392
+535
+8% +$111K 0.18% 125
2023
Q1 		$1.46M Buy
6,857
+132
+2% +$27.4K 0.18% 119
2022
Q4 		$1.28M Buy
6,725
+111
+2% +$18.2K 0.16% 133
2022
Q3 		$801K Buy
6,614
+102
+2% +$15.6K 0.11% 157
2022
Q2 		$890K Buy
6,512
+532
+9% +$78.5K 0.2% 94
2022
Q1 		$1.15M Buy
5,980
+811
+16% +$163K 0.14% 146
2021
Q4 		$1.04M Buy
5,169
+607
+13% +$128K 0.13% 151
2021
Q3 		$1M Buy
4,562
+551
+14% +$123K 0.13% 145
2021
Q2 		$961K Buy
4,011
+86
+2% +$20.8K 0.21% 89
2021
Q1 		$1M Buy
3,925
+221
+6% +$49.1K 0.24% 83
2020
Q4 		$793K Buy
3,704
+312
+9% +$60K 0.21% 95
2020
Q3 		$561K Buy
3,392
+785
+30% +$134K 0.18% 102
2020
Q2 		$478K Buy
2,607
+836
+47% +$129K 0.17% 105
2020
Q1 		$264K Buy
1,771
+1,118
+171% +$306K 0.11% 135
2019
Q4 		$213K Buy
+653
New +$231K 0.08% 162

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

XML Financial's BA Position: Q2 2026 in Review

XML Financial reduced its Boeing (BA) stake by 4.2% in Q2 2026, selling an estimated $81.7K and leaving 8,380 shares worth $1.81M. The position accounts for 0.13% of the portfolio, ranked #135.

XML Financial first reported a position in BA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.19M in Q4 2023. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • XML Financial held 8,380 shares of Boeing worth $1.81M as of Q2 2026.
  • XML Financial sold 367 Boeing shares in Q2 2026, an estimated $81.7K.
  • Boeing made up 0.13% of XML Financial's portfolio in Q2 2026, its #135 holding.
  • XML Financial first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Boeing position peaked at $2.19M in Q4 2023.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.