Aprio Wealth Management’s Boeing BA Stock Holding History

Aprio 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	$1M	Buy	4,639 +338	+8%	+$75.2K	0.05%	235
2026 Q1	$856K	Buy	4,301 +822	+24%	+$187K	0.05%	234
2025 Q4	$755K	Buy	3,479 +1,025	+42%	+$211K	0.04%	240
2025 Q3	$530K	Buy	2,454 +866	+55%	+$195K	0.05%	207
2025 Q2	$333K	Buy	1,588 +306	+24%	+$57.8K	0.04%	262
2025 Q1	$219K	Buy	+1,282	New	+$222K	0.03%	340
2020 Q4	–	Sell	-1,235	Closed	-$204K	–	51
2020 Q3	$204K	Hold	1,235	–	–	0.14%	64
2020 Q2	$226K	Buy	+1,235	New	+$190K	0.22%	63
2020 Q1	–	Sell	-834	Closed	-$272K	–	62
2019 Q4	$272K	Buy	+834	New	+$295K	0.2%	55

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

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

Aprio Wealth Management increased its Boeing (BA) stake by 7.9% in Q2 2026, buying an estimated $75.2K and bringing the position to 4,639 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #235.

Aprio Wealth Management first reported a position in BA in Q4 2019 and has held it in 9 quarters since. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Aprio Wealth Management held 4,639 shares of Boeing worth $1M as of Q2 2026.
Aprio Wealth Management bought 338 Boeing shares in Q2 2026, an estimated $75.2K.
Boeing made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #235 holding.
Aprio Wealth Management first reported a position in Boeing in Q4 2019 and has held it in 9 quarters since.
2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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