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Adamsbrown Wealth Consultants’s Boeing BA Stock Holding History

Adamsbrown Wealth Consultants’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 		$595K Buy
2,748
+54
+2% +$12K 0.11% 77
2026
Q1 		$536K Sell
2,694
-54
-2% -$12.3K 0.14% 68
2025
Q4 		$597K Sell
2,748
-90
-3% -$18.5K 0.17% 58
2025
Q3 		$613K Buy
2,838
+422
+17% +$95.1K 0.17% 51
2025
Q2 		$506K Buy
2,416
+134
+6% +$25.3K 0.15% 50
2025
Q1 		$389K Sell
2,282
-157
-6% -$27.2K 0.12% 61
2024
Q4 		$432K Buy
2,439
+235
+11% +$36.9K 0.15% 56
2024
Q3 		$335K Buy
2,204
+173
+9% +$29.7K 0.12% 61
2024
Q2 		$370K Buy
2,031
+209
+11% +$37.3K 0.14% 55
2024
Q1 		$352K Buy
1,822
+510
+39% +$105K 0.14% 53
2023
Q4 		$342K Buy
1,312
+15
+1% +$3.21K 0.15% 51
2023
Q3 		$249K Sell
1,297
-50
-4% -$10.9K 0.12% 65
2023
Q2 		$284K Hold
1,347
– – 0.15% 58
2023
Q1 		$286K Sell
1,347
-1,044
-44% -$217K 0.16% 55
2022
Q4 		$455K Hold
2,391
– – 0.28% 43
2022
Q3 		$290K Hold
2,391
– – 0.22% 60
2022
Q2 		$327K Buy
2,391
+160
+7% +$23.6K 0.26% 55
2022
Q1 		$427K Buy
2,231
+1,134
+103% +$228K 0.34% 52
2021
Q4 		$221K Buy
+1,097
New +$232K 0.2% 75

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

Adamsbrown Wealth Consultants's BA Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Boeing (BA) stake by 2% in Q2 2026, buying an estimated $12K and bringing the position to 2,748 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #77.

Adamsbrown Wealth Consultants first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $613K in Q3 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Adamsbrown Wealth Consultants held 2,748 shares of Boeing worth $595K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 54 Boeing shares in Q2 2026, an estimated $12K.
  • Boeing made up 0.11% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #77 holding.
  • Adamsbrown Wealth Consultants first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's Boeing position peaked at $613K in Q3 2025.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.