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Avion Wealth’s Boeing BA Stock Holding History

Avion 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 		$2.75M Buy
12,690
+32
+0.3% +$7.12K 0.51% 24
2026
Q1 		$2.52M Sell
12,658
-200
-2% -$45.5K 0.52% 25
2025
Q4 		$2.79M Buy
12,858
+1
+0% +$206 0.59% 23
2025
Q3 		$2.77M Buy
12,857
+6
+0% +$1.35K 0.6% 21
2025
Q2 		$2.69M Sell
12,851
-521
-4% -$98.4K 0.61% 20
2025
Q1 		$2.37M Buy
13,372
+6
+0% +$1.04K 0.61% 22
2024
Q4 		$2.37M Buy
13,366
+19
+0.1% +$2.98K 0.61% 22
2024
Q3 		$2.03M Hold
13,347
– – 0.53% 24
2024
Q2 		$2.43M Buy
13,347
+12
+0.1% +$2.14K 0.67% 21
2024
Q1 		$2.57M Buy
13,335
+118
+0.9% +$24.2K 0.69% 20
2023
Q4 		$3.44M Sell
13,217
-299
-2% -$63.9K 0.97% 17
2023
Q3 		$2.59M Buy
13,516
+6
+0% +$1.31K 0.74% 22
2023
Q2 		$2.85M Buy
13,510
+50
+0.4% +$10.4K 0.75% 23
2023
Q1 		$2.56M Hold
13,460
– – 0.7% 22
2022
Q4 		$1.63M Hold
13,460
– – 0.51% 26
2022
Q3 		$1.63M Hold
13,460
– – 0.51% 26
2022
Q2 		$1.84M Sell
13,460
-42
-0.3% -$6.2K 0.57% 24
2022
Q1 		$2.59M Sell
13,502
-897
-6% -$180K 0.74% 21
2021
Q4 		$2.9M Buy
14,399
+12,367
+609% +$2.61M 0.82% 20
2021
Q3 		$447K Buy
2,032
+955
+89% +$213K 0.14% 31
2021
Q2 		$258K Buy
1,077
+363
+51% +$87.8K 0.08% 43
2021
Q1 		$182K Sell
714
-200
-22% -$44.5K 0.06% 46
2020
Q4 		$196K Buy
914
+100
+12% +$19.2K 0.06% 43
2020
Q3 		$135K Hold
814
– – 0.05% 48
2020
Q2 		$149K Buy
814
+150
+23% +$23.1K 0.05% 43
2020
Q1 		$99K Buy
664
+27
+4% +$7.39K 0.04% 52
2019
Q4 		$208K Sell
637
-295
-32% -$104K 0.19% 46
2019
Q3 		$355K Buy
+932
New +$333K 0.34% 32

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

Avion Wealth's BA Position: Q2 2026 in Review

Avion Wealth increased its Boeing (BA) stake by 0.25% in Q2 2026, buying an estimated $7.12K and bringing the position to 12,690 shares worth $2.75M. The position accounts for 0.51% of the portfolio, ranked #24.

Avion Wealth first reported a position in BA in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.44M in Q4 2023. 2,623 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Avion Wealth held 12,690 shares of Boeing worth $2.75M as of Q2 2026.
  • Avion Wealth bought 32 Boeing shares in Q2 2026, an estimated $7.12K.
  • Boeing made up 0.51% of Avion Wealth's portfolio in Q2 2026, its #24 holding.
  • Avion Wealth first reported a position in Boeing in Q3 2019 and has held it in 28 quarters since.
  • Avion Wealth's Boeing position peaked at $3.44M in Q4 2023.
  • 2,623 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.