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Alliance Wealth Advisors (Pennsylvania)’s Boeing BA Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$1.31M Hold
6,067
– – 0.43% 36
2026
Q1 		$1.21M Buy
6,067
+151
+3% +$34.4K 0.53% 33
2025
Q4 		$1.28M Sell
5,916
-13
-0.2% -$2.67K 0.56% 30
2025
Q3 		$1.28M Buy
5,929
+307
+5% +$69.2K 0.57% 31
2025
Q2 		$1.18M Hold
5,622
– – 0.6% 29
2025
Q1 		$959K Sell
5,622
-80
-1% -$13.8K 0.54% 32
2024
Q4 		$1.01M Sell
5,702
-95
-2% -$14.9K 0.56% 35
2024
Q3 		$881K Sell
5,797
-50
-0.9% -$8.57K 0.5% 38
2024
Q2 		$1.06M Hold
5,847
– – 0.67% 30
2024
Q1 		$1.13M Buy
5,847
+525
+10% +$108K 0.71% 29
2023
Q4 		$1.39M Sell
5,322
-100
-2% -$21.4K 0.92% 24
2023
Q3 		$1.04M Hold
5,422
– – 0.75% 29
2023
Q2 		$1.14M Hold
5,422
– – 0.81% 29
2023
Q1 		$1.15M Hold
5,422
– – 0.86% 28
2022
Q4 		$1.03M Hold
5,422
– – 0.86% 27
2022
Q3 		$656K Buy
5,422
+100
+2% +$15.3K 0.61% 38
2022
Q2 		$728K Sell
5,322
-142
-3% -$20.9K 0.63% 38
2022
Q1 		$1.05M Hold
5,464
– – 0.87% 30
2021
Q4 		$1.1M Buy
5,464
+207
+4% +$43.7K 0.9% 31
2021
Q3 		$1.16M Buy
5,257
+155
+3% +$34.6K 1.02% 28
2021
Q2 		$1.22M Buy
5,102
+130
+3% +$31.4K 1.1% 26
2021
Q1 		$1.27M Hold
4,972
– – 1.25% 23
2020
Q4 		$1.06M Buy
+4,972
New +$956K 1.12% 28

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

Alliance Wealth Advisors (Pennsylvania)'s BA Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Boeing (BA) position steady in Q2 2026 at 6,067 shares worth $1.31M. The position accounts for 0.43% of the portfolio, ranked #36.

Alliance Wealth Advisors (Pennsylvania) first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q4 2023. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 6,067 shares of Boeing worth $1.31M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.43% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #36 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Boeing position peaked at $1.39M in Q4 2023.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.