Act Wealth Management’s Boeing BA Stock Holding History

Act 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	$403K	Buy	1,863 +62	+3%	+$13.8K	0.12%	39
2026 Q1	$359K	Buy	1,801 +250	+16%	+$56.9K	0.12%	40
2025 Q4	$337K	Buy	+1,551	New	+$319K	0.11%	39
2025 Q3	–	Sell	-1,076	Closed	-$226K	–	58
2025 Q2	$226K	Buy	+1,076	New	+$203K	0.1%	46
2024 Q1	–	Sell	-831	Closed	-$217K	–	45
2023 Q4	$217K	Buy	+831	New	+$178K	0.12%	36
2021 Q4	–	Sell	-902	Closed	-$216K	–	37
2021 Q3	$216K	Hold	902	–	–	0.13%	31
2021 Q2	$216K	Buy	902 +5	+0.6%	+$1.21K	0.13%	32
2021 Q1	$229K	Buy	+897	New	+$199K	0.15%	29

Other funds holding BA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Act Wealth Management increased its Boeing (BA) stake by 3.4% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,863 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #39.

Act Wealth Management first reported a position in BA in Q1 2021 and has held it in 8 quarters since. 750 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Act Wealth Management held 1,863 shares of Boeing worth $403K as of Q2 2026.
Act Wealth Management bought 62 Boeing shares in Q2 2026, an estimated $13.8K.
Boeing made up 0.12% of Act Wealth Management's portfolio in Q2 2026, its #39 holding.
Act Wealth Management first reported a position in Boeing in Q1 2021 and has held it in 8 quarters since.
750 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.