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Atlantic Private Wealth’s Boeing BA Stock Holding History

Atlantic Private Wealth’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 		$21.6K Hold
100
– – 0.01% 168
2026
Q1 		$19.9K Hold
100
– – 0.01% 176
2025
Q4 		$21.7K Hold
100
– – 0.01% 165
2025
Q3 		$21.6K Hold
100
– – 0.01% 150
2025
Q2 		$21K Hold
100
– – 0.01% 152
2025
Q1 		$17.1K Sell
100
-100
-50% -$17.3K 0.01% 164
2024
Q4 		$35.4K Buy
200
+100
+100% +$15.7K 0.03% 105
2024
Q3 		$15.2K Buy
+100
New +$17.1K 0.01% 148

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

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

Atlantic Private Wealth held its Boeing (BA) position steady in Q2 2026 at 100 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #168.

Atlantic Private Wealth first reported a position in BA in Q3 2024 and has held it in 8 quarters since. The position peaked at $35.4K in Q4 2024. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Atlantic Private Wealth held 100 shares of Boeing worth $21.6K as of Q2 2026.
  • Atlantic Private Wealth left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #168 holding.
  • Atlantic Private Wealth first reported a position in Boeing in Q3 2024 and has held it in 8 quarters since.
  • Atlantic Private Wealth's Boeing position peaked at $35.4K in Q4 2024.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.