AWM
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Avaii Wealth Management’s Boeing BA Stock Holding History

Avaii 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 		– Sell
-2,184
Closed -$435K – 177
2026
Q1 		$435K Buy
2,184
+223
+11% +$50.8K 0.15% 85
2025
Q4 		$426K Buy
1,961
+797
+68% +$164K 0.15% 86
2025
Q3 		$251K Buy
+1,164
New +$262K 0.1% 125
2024
Q3 		– Sell
-2,349
Closed -$428K – 131
2024
Q2 		$428K Sell
2,349
-30
-1% -$5.35K 0.24% 74
2024
Q1 		$459K Sell
2,379
-1,569
-40% -$322K 0.27% 69
2023
Q4 		$1.03M Sell
3,948
-47
-1% -$10.1K 0.67% 30
2023
Q3 		$766K Buy
3,995
+380
+11% +$83.1K 0.58% 39
2023
Q2 		$763K Buy
3,615
+116
+3% +$24.1K 0.59% 37
2023
Q1 		$743K Buy
3,499
+628
+22% +$130K 0.65% 38
2022
Q4 		$547K Buy
2,871
+45
+2% +$7.36K 0.49% 47
2022
Q3 		$342K Buy
+2,826
New +$433K 0.36% 66

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

Avaii Wealth Management's BA Position: Q2 2026 in Review

Avaii Wealth Management sold out of Boeing (BA) in Q2 2026, closing a stake of 2,184 shares — an estimated $435K sold.

Avaii Wealth Management first reported a position in BA in Q3 2022 and held it in 11 quarters. The position peaked at $1.03M in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Avaii Wealth Management reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Avaii Wealth Management sold 2,184 Boeing shares in Q2 2026, an estimated $435K.
  • Avaii Wealth Management first reported a position in Boeing in Q3 2022 and held it in 11 quarters.
  • Avaii Wealth Management's Boeing position peaked at $1.03M in Q4 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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