Accurate Wealth Management’s Boeing BA Stock Holding History

Accurate 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	$546K	Buy	2,455 +492	+25%	+$109K	0.05%	329
2026 Q1	$427K	Buy	1,963 +21	+1%	+$4.78K	0.05%	348
2025 Q4	$455K	Buy	1,942 +64	+3%	+$13.2K	0.06%	319
2025 Q3	$402K	Buy	1,878 +88	+5%	+$19.8K	0.05%	338
2025 Q2	$405K	Buy	+1,790	New	+$338K	0.06%	301
2025 Q1	–	Sell	-1,188	Closed	-$204K	–	377
2024 Q4	$204K	Buy	+1,188	New	+$186K	0.04%	367
2024 Q1	–	Sell	-1,425	Closed	-$317K	–	289
2023 Q4	$317K	Buy	1,425 +42	+3%	+$8.98K	0.1%	191
2023 Q3	$257K	Sell	1,383 -36	-3%	-$7.88K	0.08%	214
2023 Q2	$302K	Buy	1,419 +70	+5%	+$14.5K	0.09%	199
2023 Q1	$284K	Sell	1,349 -8	-0.6%	-$1.66K	0.1%	194
2022 Q4	$280K	Buy	+1,357	New	+$222K	0.1%	177
2022 Q2	–	Sell	-1,421	Closed	-$272K	–	159
2022 Q1	$272K	Buy	1,421 +13	+0.9%	+$2.61K	0.12%	127
2021 Q4	$290K	Buy	1,408 +59	+4%	+$12.5K	0.24%	109
2021 Q3	$294K	Sell	1,349 -354	-21%	-$78.9K	0.26%	107
2021 Q2	$408K	Buy	+1,703	New	+$412K	0.36%	73

Other funds holding BA

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return