Accel Wealth Management
BA icon

Accel Wealth Management’s Boeing BA Stock Holding History

Accel 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
Q3 		$346K Sell
1,860
-8
-0.4% -$1.72K 0.07% 194
2026
Q2 		$404K Sell
1,868
-388
-17% -$86.3K 0.09% 182
2026
Q1 		$449K Buy
2,256
+35
+2% +$7.97K 0.12% 166
2025
Q4 		$482K Buy
2,221
+260
+13% +$53.5K 0.13% 155
2025
Q3 		$423K Buy
1,961
+1
+0.1% +$225 0.12% 169
2025
Q2 		$411K Sell
1,960
-14
-0.7% -$2.64K 0.14% 159
2025
Q1 		$337K Buy
1,974
+239
+14% +$41.4K 0.12% 176
2024
Q4 		$307K Buy
1,735
+22
+1% +$3.45K 0.12% 184
2024
Q3 		$260K Buy
1,713
+106
+7% +$18.2K 0.1% 199
2024
Q2 		$292K Sell
1,607
-62
-4% -$11.1K 0.12% 171
2024
Q1 		$322K Buy
1,669
+256
+18% +$52.6K 0.14% 150
2023
Q4 		$368K Buy
1,413
+108
+8% +$23.1K 0.18% 122
2023
Q3 		$250K Buy
1,305
+99
+8% +$21.7K 0.14% 140
2023
Q2 		$255K Buy
1,206
+24
+2% +$4.98K 0.14% 139
2023
Q1 		$251K Sell
1,182
-1
-0.1% -$208 0.1% 182
2022
Q4 		$225K Hold
1,183
– – 0.11% 151
2022
Q3 		$158K Hold
1,183
– – 0.08% 186
2022
Q2 		$175K Hold
1,183
– – 0.1% 156
2022
Q1 		$226K Hold
1,183
– – 0.12% 142
2021
Q4 		$238K Hold
1,183
– – 0.12% 139
2021
Q3 		$260K Hold
1,183
– – 0.17% 110
2021
Q2 		$283K Buy
1,183
+1
+0.1% +$242 0.19% 107
2021
Q1 		$301K Hold
1,182
– – 0.24% 81
2020
Q4 		$253K Buy
+1,182
New +$227K 0.24% 88

Other funds holding BA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Accel Wealth Management's BA Position: Q3 2026 in Review

Accel Wealth Management reduced its Boeing (BA) stake by 0.43% in Q3 2026, selling an estimated $1.72K and leaving 1,860 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #194.

Accel Wealth Management first reported a position in BA in Q4 2020 and has held it in 24 quarters since. The position peaked at $482K in Q4 2025. 1,475 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Accel Wealth Management held 1,860 shares of Boeing worth $346K as of Q3 2026.
  • Accel Wealth Management sold 8 Boeing shares in Q3 2026, an estimated $1.72K.
  • Boeing made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Accel Wealth Management first reported a position in Boeing in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Boeing position peaked at $482K in Q4 2025.
  • 1,475 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.