AWM
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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
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% +$4.99K 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

Ninety One (UK)
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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Accel Wealth Management reduced its Boeing (BA) stake by 17% in Q2 2026, selling an estimated $86.3K and leaving 1,868 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #182.

Accel Wealth Management first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $482K in Q4 2025. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Accel Wealth Management held 1,868 shares of Boeing worth $404K as of Q2 2026.
  • Accel Wealth Management sold 388 Boeing shares in Q2 2026, an estimated $86.3K.
  • Boeing made up 0.09% of Accel Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Accel Wealth Management first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Boeing position peaked at $482K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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