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Asset One Wealth Management’s Boeing BA Stock Holding History

Asset One 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 		$481K Sell
2,207
-62
-3% -$13.8K 0.05% 230
2026
Q1 		$497K Sell
2,269
-6
-0.3% -$1.37K 0.06% 221
2025
Q4 		$530K Buy
+2,275
New +$468K 0.07% 176

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 $3.38T AUM 44.17% 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

Asset One Wealth Management's BA Position: Q2 2026 in Review

Asset One Wealth Management reduced its Boeing (BA) stake by 2.7% in Q2 2026, selling an estimated $13.8K and leaving 2,207 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #230.

Asset One Wealth Management first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $530K in Q4 2025. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Asset One Wealth Management held 2,207 shares of Boeing worth $481K as of Q2 2026.
  • Asset One Wealth Management sold 62 Boeing shares in Q2 2026, an estimated $13.8K.
  • Boeing made up 0.05% of Asset One Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Asset One Wealth Management first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's Boeing position peaked at $530K in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.