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Alteri Wealth’s Boeing BA Stock Holding History

Alteri Wealth’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 		$3.09M Buy
14,260
+37
+0.3% +$8.23K 0.85% 20
2026
Q1 		$2.83M Sell
14,223
-216
-1% -$49.2K 0.92% 18
2025
Q4 		$3.13M Buy
14,439
+261
+2% +$53.7K 1.02% 19
2025
Q3 		$3.06M Buy
14,178
+46
+0.3% +$10.4K 1.05% 16
2025
Q2 		$2.96M Sell
14,132
-312
-2% -$58.9K 1.15% 14
2025
Q1 		$2.46M Sell
14,444
-31,693
-69% -$5.49M 1.08% 16
2024
Q4 		$8.17M Buy
+46,137
New +$7.24M 2.26% 5

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

Alteri Wealth's BA Position: Q2 2026 in Review

Alteri Wealth increased its Boeing (BA) stake by 0.26% in Q2 2026, buying an estimated $8.23K and bringing the position to 14,260 shares worth $3.09M. The position accounts for 0.85% of the portfolio, ranked #20.

Alteri Wealth first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.17M in Q4 2024. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Alteri Wealth held 14,260 shares of Boeing worth $3.09M as of Q2 2026.
  • Alteri Wealth bought 37 Boeing shares in Q2 2026, an estimated $8.23K.
  • Boeing made up 0.85% of Alteri Wealth's portfolio in Q2 2026, its #20 holding.
  • Alteri Wealth first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Boeing position peaked at $8.17M in Q4 2024.
  • 2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.