ZWJ Investment Counsel’s Boeing BA Stock Holding History

ZWJ Investment Counsel’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	$51.2M	Buy	236,441 +13,211	+6%	+$2.94M	1.66%	22
2026 Q1	$44.4M	Buy	223,230 +11,622	+5%	+$2.65M	1.6%	25
2025 Q4	$45.9M	Buy	211,608 +3,896	+2%	+$801K	1.66%	22
2025 Q3	$44.8M	Sell	207,712 -993	-0.5%	-$224K	1.58%	24
2025 Q2	$43.7M	Buy	208,705 +67,886	+48%	+$12.8M	1.63%	25
2025 Q1	$24M	Buy	140,819 +139,550	+10,997%	+$24.2M	0.98%	41
2024 Q4	$225K	Buy	+1,269	New	+$199K	0.01%	198
2024 Q1	–	Sell	-1,006	Closed	-$262K	–	228
2023 Q4	$262K	Buy	+1,006	New	+$215K	0.01%	170
2023 Q2	–	Sell	-972	Closed	-$207K	–	199
2023 Q1	$207K	Buy	+972	New	+$202K	0.01%	180
2022 Q2	–	Sell	-1,102	Closed	-$211K	–	180
2022 Q1	$211K	Hold	1,102	–	–	0.01%	167
2021 Q4	$222K	Buy	+1,102	New	+$233K	0.01%	166
2021 Q3	–	Sell	-1,109	Closed	-$266K	–	177
2021 Q2	$266K	Hold	1,109	–	–	0.02%	153
2021 Q1	$282K	Buy	+1,109	New	+$246K	0.02%	151
2020 Q2	–	Sell	-10,444	Closed	-$1.56M	–	145
2020 Q1	$1.56M	Sell	10,444 -1,197	-10%	-$328K	0.14%	83
2019 Q4	$3.79M	Buy	11,641 +11,069	+1,935%	+$3.92M	0.26%	68
2019 Q3	$218K	Sell	572 -135	-19%	-$48.3K	0.02%	148
2019 Q2	$257K	Buy	707 +2	+0.3%	+$729	0.02%	141
2019 Q1	$269K	Sell	705 -4	-0.6%	-$1.54K	0.02%	139
2018 Q4	$229K	Buy	709 +3	+0.4%	+$1.04K	0.02%	154
2018 Q3	$263K	Hold	706	–	–	0.02%	141
2018 Q2	$237K	Buy	706 +1	+0.1%	+$344	0.02%	144
2018 Q1	$231K	Sell	705 -1,388	-66%	-$469K	0.02%	143
2017 Q4	$617K	Buy	2,093 +230	+12%	+$62.3K	0.05%	149
2017 Q3	$474K	Buy	+1,863	New	+$434K	0.04%	163

Other funds holding BA

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) 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 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 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

ZWJ Investment Counsel's BA Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Boeing (BA) stake by 5.9% in Q2 2026, buying an estimated $2.94M and bringing the position to 236,441 shares worth $51.2M. The position accounts for 1.66% of the portfolio, ranked #22.

ZWJ Investment Counsel first reported a position in BA in Q3 2017 and has held it in 24 quarters since. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

ZWJ Investment Counsel held 236,441 shares of Boeing worth $51.2M as of Q2 2026.
ZWJ Investment Counsel bought 13,211 Boeing shares in Q2 2026, an estimated $2.94M.
Boeing made up 1.66% of ZWJ Investment Counsel's portfolio in Q2 2026, its #22 holding.
ZWJ Investment Counsel first reported a position in Boeing in Q3 2017 and has held it in 24 quarters since.
846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.