Ameliora Wealth Management’s Boeing BA Stock Holding History

Ameliora 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	$704K	Hold	3,250	–	–	0.21%	58
2026 Q1	$647K	Sell	3,250 -1,250	-28%	-$285K	0.21%	56
2025 Q4	$977K	Hold	4,500	–	–	0.3%	51
2025 Q3	$971K	Hold	4,500	–	–	0.32%	48
2025 Q2	$943K	Buy	4,500 +500	+13%	+$94.4K	0.34%	44
2025 Q1	$682K	Buy	4,000 +250	+7%	+$43.3K	0.26%	51
2024 Q4	$664K	Sell	3,750 -250	-6%	-$39.2K	0.25%	50
2024 Q3	$608K	Buy	4,000 +1,000	+33%	+$171K	0.25%	52
2024 Q2	$546K	Sell	3,000 -200	-6%	-$35.6K	0.25%	56
2024 Q1	$618K	Buy	3,200 +1,000	+45%	+$205K	0.28%	53
2023 Q4	$573K	Hold	2,200	–	–	0.28%	53
2023 Q3	$422K	Buy	2,200 +2,000	+1,000%	+$438K	0.25%	55
2023 Q2	$42.2K	Hold	200	–	–	0.03%	129
2023 Q1	$42.5K	Hold	200	–	–	0.02%	143
2022 Q4	$38.1K	Buy	+200	New	+$32.7K	0.02%	160

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameliora Wealth Management held its Boeing (BA) position steady in Q2 2026 at 3,250 shares worth $704K. The position accounts for 0.21% of the portfolio, ranked #58.

Ameliora Wealth Management first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $977K in Q4 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Ameliora Wealth Management held 3,250 shares of Boeing worth $704K as of Q2 2026.
Ameliora Wealth Management left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.21% of Ameliora Wealth Management's portfolio in Q2 2026, its #58 holding.
Ameliora Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
Ameliora Wealth Management's Boeing position peaked at $977K in Q4 2025.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.