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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Accurate Wealth Management increased its Boeing (BA) stake by 25% in Q2 2026, buying an estimated $109K and bringing the position to 2,455 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #329.

Accurate Wealth Management first reported a position in BA in Q2 2021 and has held it in 15 quarters since. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Accurate Wealth Management held 2,455 shares of Boeing worth $546K as of Q2 2026.
Accurate Wealth Management bought 492 Boeing shares in Q2 2026, an estimated $109K.
Boeing made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #329 holding.
Accurate Wealth Management first reported a position in Boeing in Q2 2021 and has held it in 15 quarters since.
2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.