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Arkadios Wealth Advisors’s Boeing BA Stock Holding History

Arkadios 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 		$10.9M Sell
50,254
-6,443
-11% -$1.43M 0.16% 140
2026
Q1 		$11.3M Buy
56,697
+326
+0.6% +$74.2K 0.18% 123
2025
Q4 		$12.2M Buy
56,371
+27,135
+93% +$5.58M 0.24% 82
2025
Q3 		$6.31M Buy
29,236
+183
+0.6% +$41.3K 0.15% 154
2025
Q2 		$6.09M Sell
29,053
-5,122
-15% -$967K 0.18% 126
2025
Q1 		$5.83M Buy
34,175
+16,963
+99% +$2.94M 0.22% 104
2024
Q4 		$3.05M Buy
17,212
+2,804
+19% +$440K 0.17% 128
2024
Q3 		$2.19M Sell
14,408
-4,033
-22% -$692K 0.12% 171
2024
Q2 		$3.36M Buy
18,441
+2,486
+16% +$443K 0.23% 93
2024
Q1 		$3.08M Buy
15,955
+460
+3% +$94.5K 0.24% 99
2023
Q4 		$4.04M Sell
15,495
-1,585
-9% -$339K 0.34% 61
2023
Q3 		$3.27M Sell
17,080
-727
-4% -$159K 0.31% 74
2023
Q2 		$3.76M Sell
17,807
-1,051
-6% -$218K 0.44% 52
2023
Q1 		$4.01M Sell
18,858
-1,590
-8% -$330K 0.48% 47
2022
Q4 		$3.9M Buy
20,448
+2,826
+16% +$462K 0.52% 48
2022
Q3 		$2.13M Buy
17,622
+2,945
+20% +$452K 0.32% 81
2022
Q2 		$2.01M Buy
14,677
+5,072
+53% +$748K 0.3% 86
2022
Q1 		$1.84M Sell
9,605
-908
-9% -$182K 0.24% 108
2021
Q4 		$2.12M Sell
10,513
-642
-6% -$136K 0.28% 89
2021
Q3 		$2.45M Sell
11,155
-8,108
-42% -$1.81M 0.35% 73
2021
Q2 		$4.61M Buy
19,263
+4,580
+31% +$1.11M 0.56% 32
2021
Q1 		$3.74M Buy
14,683
+284
+2% +$63.1K 0.62% 36
2020
Q4 		$3.08M Buy
14,399
+10,947
+317% +$2.1M 0.65% 36
2020
Q3 		$578K Sell
3,452
-154
-4% -$26.2K 0.29% 76
2020
Q2 		$649K Sell
3,606
-21
-0.6% -$3.23K 0.36% 59
2020
Q1 		$541K Buy
3,627
+371
+11% +$102K 0.34% 70
2019
Q4 		$1.12M Buy
+3,256
New +$1.15M 0.67% 34

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

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

Arkadios Wealth Advisors reduced its Boeing (BA) stake by 11% in Q2 2026, selling an estimated $1.43M and leaving 50,254 shares worth $10.9M. The position accounts for 0.16% of the portfolio, ranked #140.

Arkadios Wealth Advisors first reported a position in BA in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Arkadios Wealth Advisors held 50,254 shares of Boeing worth $10.9M as of Q2 2026.
  • Arkadios Wealth Advisors sold 6,443 Boeing shares in Q2 2026, an estimated $1.43M.
  • Boeing made up 0.16% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Arkadios Wealth Advisors first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Boeing position peaked at $12.2M in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.