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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

BA holding history

Boeing Co in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
1,856
Value
$401.8K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of BA by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,856$401.8K<0.1%+1,793+2,846.0%AddedHolders
Q1 202663$12.5K<0.1%00.0%UnchangedHolders
Q4 202563$13.7K<0.1%+24+61.5%AddedHolders
Q3 202539$8.42K<0.1%00.0%UnchangedHolders
Q2 202539$8.17K<0.1%+4+11.4%AddedHolders
Q1 202535$5.97K<0.1%+35NewHolders
Q4 20240$00.0%−130−100.0%Sold outHolders
Q3 2024130$19.8K<0.1%+130NewHolders
Q4 20230$00.0%−567−100.0%Sold outHolders
Q3 2023567$108.7K<0.1%+100+21.4%AddedHolders
Q2 2023467$98.6K<0.1%00.0%UnchangedHolders
Q1 2023467$99.2K<0.1%−728−60.9%ReducedHolders
Q4 20221,195$227.6K0.1%−199−14.3%ReducedHolders
Q3 20221,394$169.0K<0.1%−462−24.9%ReducedHolders
Q2 20221,856$254.0K0.1%−323−14.8%ReducedHolders
Q1 20222,179$417.0K0.1%−8,781−80.1%ReducedHolders
Q4 202110,960$2.21M0.5%−169−1.5%ReducedHolders
Q3 202111,129$2.45M0.6%+185+1.7%AddedHolders
Q2 202110,944$2.62M0.6%−1,495−12.0%ReducedHolders
Q1 202112,439$3.17M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.