AWA
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AmeriServ Wealth Advisors’s Boeing BA Stock Holding History

AmeriServ Wealth Advisors’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 		$490K Sell
2,263
-154
-6% -$34.3K 0.33% 35
2026
Q1 		$481K Sell
2,417
-390
-14% -$88.8K 0.31% 36
2025
Q4 		$609K Sell
2,807
-250
-8% -$51.4K 0.35% 34
2025
Q3 		$660K Sell
3,057
-242
-7% -$54.6K 0.33% 33
2025
Q2 		$691K Sell
3,299
-19
-0.6% -$3.59K 0.34% 33
2025
Q1 		$566K Sell
3,318
-17
-0.5% -$2.94K 0.33% 34
2024
Q4 		$590K Buy
+3,335
New +$523K 0.32% 32
2019
Q3 		$498K Sell
1,310
-813
-38% -$291K 0.68% 27
2019
Q2 		$773K Buy
2,123
+275
+15% +$100K 1.01% 21
2019
Q1 		$705K Buy
1,848
+488
+36% +$188K 1.47% 23
2018
Q4 		$439K Sell
1,360
-104
-7% -$35.9K 1.11% 31
2018
Q3 		$544K Buy
1,464
+12
+0.8% +$4.22K 0.68% 33
2018
Q2 		$487K Buy
1,452
+89
+7% +$30.6K 0.65% 38
2018
Q1 		$447K Buy
1,363
+10
+0.7% +$3.38K 0.51% 41
2017
Q4 		$375K Buy
+1,353
New +$366K 0.36% 48
2015
Q1 		– Sell
-4,200
Closed -$546K – 90
2014
Q4 		$546K Hold
4,200
– – 0.53% 49
2014
Q3 		$535K Hold
4,200
– – 0.93% 43
2014
Q2 		$534K Sell
4,200
-2,500
-37% -$326K 0.57% 51
2014
Q1 		$841K Sell
6,700
-6,550
-49% -$853K 0.84% 30
2013
Q4 		$1.81M Hold
13,250
– – 1.08% 21
2013
Q3 		$1.56M Sell
13,250
-200
-1% -$21.5K 0.99% 24
2013
Q2 		$1.38M Buy
+13,450
New +$1.28M 0.89% 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

AmeriServ Wealth Advisors's BA Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its Boeing (BA) stake by 6.4% in Q2 2026, selling an estimated $34.3K and leaving 2,263 shares worth $490K. The position accounts for 0.33% of the portfolio, ranked #35.

AmeriServ Wealth Advisors first reported a position in BA in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.81M in Q4 2013. 2,626 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • AmeriServ Wealth Advisors held 2,263 shares of Boeing worth $490K as of Q2 2026.
  • AmeriServ Wealth Advisors sold 154 Boeing shares in Q2 2026, an estimated $34.3K.
  • Boeing made up 0.33% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • AmeriServ Wealth Advisors first reported a position in Boeing in Q2 2013 and has held it in 22 quarters since.
  • AmeriServ Wealth Advisors's Boeing position peaked at $1.81M in Q4 2013.
  • 2,626 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.