AWS
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Aspen Wealth Strategies’s Boeing BA Stock Holding History

Aspen Wealth Strategies’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 		$634K Sell
2,930
-148
-5% -$32.9K 0.31% 47
2026
Q1 		$613K Buy
3,078
+46
+2% +$10.5K 0.33% 49
2025
Q4 		$658K Buy
3,032
+6
+0.2% +$1.23K 0.36% 38
2025
Q3 		$653K Hold
3,026
– – 0.36% 39
2025
Q2 		$634K Buy
+3,026
New +$572K 0.38% 41

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

Aspen Wealth Strategies's BA Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Boeing (BA) stake by 4.8% in Q2 2026, selling an estimated $32.9K and leaving 2,930 shares worth $634K. The position accounts for 0.31% of the portfolio, ranked #47.

Aspen Wealth Strategies first reported a position in BA in Q2 2025 and has held it in 5 quarters since. The position peaked at $658K in Q4 2025. 2,626 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Aspen Wealth Strategies held 2,930 shares of Boeing worth $634K as of Q2 2026.
  • Aspen Wealth Strategies sold 148 Boeing shares in Q2 2026, an estimated $32.9K.
  • Boeing made up 0.31% of Aspen Wealth Strategies's portfolio in Q2 2026, its #47 holding.
  • Aspen Wealth Strategies first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • Aspen Wealth Strategies's Boeing position peaked at $658K in Q4 2025.
  • 2,626 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.