Accurate Wealth Management
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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
Q3 		$377K Sell
2,020
-435
-18% -$93.3K 0.03% 435
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Accurate Wealth Management reduced its Boeing (BA) stake by 18% in Q3 2026, selling an estimated $93.3K and leaving 2,020 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #435.

Accurate Wealth Management first reported a position in BA in Q2 2021 and has held it in 16 quarters since. The position peaked at $546K in Q2 2026. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Accurate Wealth Management held 2,020 shares of Boeing worth $377K as of Q3 2026.
  • Accurate Wealth Management sold 435 Boeing shares in Q3 2026, an estimated $93.3K.
  • Boeing made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #435 holding.
  • Accurate Wealth Management first reported a position in Boeing in Q2 2021 and has held it in 16 quarters since.
  • Accurate Wealth Management's Boeing position peaked at $546K in Q2 2026.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.