Arista Wealth Management’s Boeing BA Stock Holding History

Arista 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	$267K	Buy	+1,232	New	+$274K	0.03%	235
2026 Q1	–	Sell	-992	Closed	-$215K	–	261
2025 Q4	$215K	Sell	992 -87	-8%	-$17.9K	0.03%	240
2025 Q3	$233K	Hold	1,079	–	–	0.03%	235
2025 Q2	$226K	Buy	+1,079	New	+$204K	0.03%	213
2024 Q1	–	Sell	-992	Closed	-$259K	–	37
2023 Q4	$259K	Buy	+992	New	+$212K	0.09%	46
2023 Q3	–	Sell	-949	Closed	-$200K	–	52
2023 Q2	$200K	Sell	949 -3	-0.3%	-$623	0.08%	59
2023 Q1	$202K	Buy	+952	New	+$198K	0.11%	59

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

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

Arista Wealth Management opened a new position in Boeing (BA) in Q2 2026: 1,232 shares worth $267K. The stake represents 0.03% of the portfolio and ranks #235 among its holdings. This is a return to the name: Arista Wealth Management previously reported a position in BA as recently as Q4 2025.

Arista Wealth Management first reported a position in BA in Q1 2023 and has held it in 7 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Arista Wealth Management held 1,232 shares of Boeing worth $267K as of Q2 2026.
Boeing was a new Arista Wealth Management position in Q2 2026.
Boeing made up 0.03% of Arista Wealth Management's portfolio in Q2 2026, its #235 holding.
Arista Wealth Management first reported a position in Boeing in Q1 2023 and has held it in 7 quarters since.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.