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Yoffe Investment Management’s Boeing BA Stock Holding History

Yoffe 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 		$547K Hold
2,526
– – 0.63% 58
2026
Q1 		$503K Hold
2,526
– – 0.64% 59
2025
Q4 		$548K Hold
2,526
– – 0.7% 53
2025
Q3 		$545K Hold
2,526
– – 0.71% 53
2025
Q2 		$529K Hold
2,526
– – 0.72% 49
2025
Q1 		$431K Hold
2,526
– – 0.63% 59
2024
Q4 		$447K Buy
+2,526
New +$396K 0.66% 53

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

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

Yoffe Investment Management held its Boeing (BA) position steady in Q2 2026 at 2,526 shares worth $547K. The position accounts for 0.63% of the portfolio, ranked #58.

Yoffe Investment Management first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $548K in Q4 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Yoffe Investment Management held 2,526 shares of Boeing worth $547K as of Q2 2026.
  • Yoffe Investment Management left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.63% of Yoffe Investment Management's portfolio in Q2 2026, its #58 holding.
  • Yoffe Investment Management first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Boeing position peaked at $548K in Q4 2025.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.