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Abound Wealth Management’s Boeing BA Stock Holding History

Abound Wealth 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 		$61.4K Sell
283
-97
-26% -$21.6K 0.01% 210
2026
Q1 		$75.6K Buy
380
+91
+31% +$20.7K 0.02% 185
2025
Q4 		$62.8K Buy
289
+90
+45% +$18.5K 0.01% 196
2025
Q3 		$43K Buy
199
+10
+5% +$2.25K 0.01% 229
2025
Q2 		$39.6K Sell
189
-85
-31% -$16.1K 0.01% 234
2025
Q1 		$46.7K Sell
274
-18
-6% -$3.12K 0.02% 196
2024
Q4 		$51.6K Buy
292
+18
+7% +$2.83K 0.02% 175
2024
Q3 		$41.7K Sell
274
-3
-1% -$514 0.01% 199
2024
Q2 		$50.4K Buy
277
+41
+17% +$7.31K 0.02% 150
2024
Q1 		$45.5K Buy
236
+111
+89% +$22.8K 0.02% 156
2023
Q4 		$32.6K Sell
125
-58
-32% -$12.4K 0.01% 191
2023
Q3 		$35.1K Buy
183
+24
+15% +$5.25K 0.01% 164
2023
Q2 		$33.6K Sell
159
-83
-34% -$17.2K 0.01% 167
2023
Q1 		$51.4K Buy
242
+44
+22% +$9.14K 0.02% 123
2022
Q4 		$37.7K Buy
198
+82
+71% +$13.4K 0.02% 137
2022
Q3 		$14K Buy
+116
New +$17.8K 0.01% 238

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

Abound Wealth Management's BA Position: Q2 2026 in Review

Abound Wealth Management reduced its Boeing (BA) stake by 26% in Q2 2026, selling an estimated $21.6K and leaving 283 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #210.

Abound Wealth Management first reported a position in BA in Q3 2022 and has held it in 16 quarters since. The position peaked at $75.6K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Abound Wealth Management held 283 shares of Boeing worth $61.4K as of Q2 2026.
  • Abound Wealth Management sold 97 Boeing shares in Q2 2026, an estimated $21.6K.
  • Boeing made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Abound Wealth Management first reported a position in Boeing in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Boeing position peaked at $75.6K in Q1 2026.
  • 2,623 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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