Atlantic Edge Private Wealth Management’s Boeing BA Stock Holding History

Atlantic Edge Private 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	$144K	Sell	664 -5	-0.7%	-$1.11K	0.03%	165
2026 Q1	$133K	Hold	669	–	–	0.03%	160
2025 Q4	$145K	Sell	669 -95	-12%	-$19.5K	0.04%	151
2025 Q3	$165K	Buy	764 +100	+15%	+$22.5K	0.04%	143
2025 Q2	$139K	Hold	664	–	–	0.04%	149
2025 Q1	$113K	Hold	664	–	–	0.03%	154
2024 Q4	$118K	Buy	664 +20	+3%	+$3.14K	0.04%	155
2024 Q3	$97.9K	Sell	644 -20	-3%	-$3.43K	0.03%	165
2024 Q2	$121K	Sell	664 -20	-3%	-$3.56K	0.04%	150
2024 Q1	$132K	Buy	684 +244	+55%	+$50.1K	0.05%	146
2023 Q4	$115K	Buy	+440	New	+$94.1K	0.05%	147

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

Atlantic Edge Private Wealth Management's BA Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Boeing (BA) stake by 0.75% in Q2 2026, selling an estimated $1.11K and leaving 664 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #165.

Atlantic Edge Private Wealth Management first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $165K in Q3 2025. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Atlantic Edge Private Wealth Management held 664 shares of Boeing worth $144K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 5 Boeing shares in Q2 2026, an estimated $1.11K.
Boeing made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #165 holding.
Atlantic Edge Private Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Boeing position peaked at $165K in Q3 2025.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.