AWM
BA icon

Activest Wealth Management’s Boeing BA Stock Holding History

Activest 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 		$65.2K Buy
301
+10
+3% +$2.23K 0.01% 236
2026
Q1 		$57.9K Sell
291
-4
-1% -$911 0.01% 306
2025
Q4 		$64K Buy
295
+53
+22% +$10.9K 0.01% 283
2025
Q3 		$52.2K Buy
242
+46
+23% +$10.4K 0.01% 255
2025
Q2 		$41.1K Sell
196
-173
-47% -$32.7K 0.01% 232
2025
Q1 		$62.9K Buy
369
+117
+46% +$20.3K 0.02% 173
2024
Q4 		$44.6K Buy
252
+3
+1% +$471 0.01% 180
2024
Q3 		$37.8K Sell
249
-1,000
-80% -$171K 0.01% 199
2024
Q2 		$227K Buy
1,249
+995
+392% +$177K 0.07% 75
2024
Q1 		$49K Buy
+254
New +$52.2K 0.02% 115
2023
Q4 		– Sell
-345
Closed -$66.1K – 334
2023
Q3 		$66.1K Buy
345
+98
+40% +$21.4K 0.04% 76
2023
Q2 		$56.1K Hold
247
– – 0.04% 63
2023
Q1 		$50.6K Buy
+247
New +$51.3K 0.03% 85
2022
Q3 		– Sell
-247
Closed -$34K – 448
2022
Q2 		$34K Buy
247
+123
+99% +$18.1K 0.02% 115
2022
Q1 		$24K Hold
124
– – 0.02% 149
2021
Q4 		$25K Sell
124
-40
-24% -$8.45K 0.02% 145
2021
Q3 		$36K Sell
164
-116
-41% -$25.9K 0.02% 126
2021
Q2 		$67K Buy
280
+33
+13% +$7.98K 0.05% 86
2021
Q1 		$63K Buy
+247
New +$54.9K 0.05% 88

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Activest Wealth Management increased its Boeing (BA) stake by 3.4% in Q2 2026, buying an estimated $2.23K and bringing the position to 301 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #236.

Activest Wealth Management first reported a position in BA in Q1 2021 and has held it in 19 quarters since. The position peaked at $227K in Q2 2024. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Activest Wealth Management held 301 shares of Boeing worth $65.2K as of Q2 2026.
  • Activest Wealth Management bought 10 Boeing shares in Q2 2026, an estimated $2.23K.
  • Boeing made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Activest Wealth Management first reported a position in Boeing in Q1 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Boeing position peaked at $227K in Q2 2024.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.