Angeles Wealth Management
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Angeles Wealth Management’s Boeing BA Stock Holding History

Angeles 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
Q3 		$424K Sell
2,281
-410
-15% -$87.9K 0.02% 295
2026
Q2 		$583K Buy
2,691
+36
+1% +$8.01K 0.03% 245
2026
Q1 		$528K Buy
2,655
+232
+10% +$52.8K 0.03% 219
2025
Q4 		$526K Sell
2,423
-678
-22% -$139K 0.03% 203
2025
Q3 		$669K Buy
3,101
+299
+11% +$67.4K 0.04% 155
2025
Q2 		$587K Buy
2,802
+38
+1% +$7.18K 0.04% 162
2025
Q1 		$471K Sell
2,764
-124
-4% -$21.5K 0.04% 148
2024
Q4 		$511K Buy
2,888
+387
+15% +$60.7K 0.04% 142
2024
Q3 		$380K Buy
2,501
+810
+48% +$139K 0.03% 162
2024
Q2 		$308K Buy
1,691
+167
+11% +$29.8K 0.03% 177
2024
Q1 		$294K Buy
1,524
+61
+4% +$12.5K 0.03% 174
2023
Q4 		$381K Buy
1,463
+60
+4% +$12.8K 0.05% 129
2023
Q3 		$269K Buy
1,403
+74
+6% +$16.2K 0.04% 140
2023
Q2 		$281K Buy
1,329
+1
+0.1% +$208 0.04% 148
2023
Q1 		$282K Buy
1,328
+15
+1% +$3.12K 0.04% 141
2022
Q4 		$250K Buy
+1,313
New +$215K 0.04% 146
2022
Q2 		– Sell
-1,410
Closed -$270K – 200
2022
Q1 		$270K Buy
+1,410
New +$283K 0.05% 141

Other funds holding BA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Angeles Wealth Management's BA Position: Q3 2026 in Review

Angeles Wealth Management reduced its Boeing (BA) stake by 15% in Q3 2026, selling an estimated $87.9K and leaving 2,281 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #295.

Angeles Wealth Management first reported a position in BA in Q1 2022 and has held it in 17 quarters since. The position peaked at $669K in Q3 2025. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Angeles Wealth Management held 2,281 shares of Boeing worth $424K as of Q3 2026.
  • Angeles Wealth Management sold 410 Boeing shares in Q3 2026, an estimated $87.9K.
  • Boeing made up 0.02% of Angeles Wealth Management's portfolio in Q3 2026, its #295 holding.
  • Angeles Wealth Management first reported a position in Boeing in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Boeing position peaked at $669K in Q3 2025.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.