Aviso Wealth Management’s Boeing BA Stock Holding History

Aviso 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	$2.88M	Sell	13,319 -312	-2%	-$69.4K	0.98%	24
2026 Q1	$2.71M	Buy	13,631 +59	+0.4%	+$13.4K	1.22%	24
2025 Q4	$2.95M	Buy	13,572 +5,632	+71%	+$1.16M	1.24%	21
2025 Q3	$1.71M	Buy	7,940 +3,846	+94%	+$867K	0.75%	30
2025 Q2	$858K	Sell	4,094 -2	-0%	-$378	0.4%	64
2025 Q1	$699K	Sell	4,096 -188	-4%	-$32.5K	0.37%	71
2024 Q4	$758K	Sell	4,284 -832	-16%	-$131K	0.39%	67
2024 Q3	$778K	Sell	5,116 -1,572	-24%	-$270K	0.42%	66
2024 Q2	$1.22M	Sell	6,688 -3,143	-32%	-$560K	0.72%	35
2024 Q1	$1.9M	Buy	9,831 +242	+3%	+$49.7K	1.2%	18
2023 Q4	$2.5M	Buy	+9,589	New	+$2.05M	1.81%	11

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

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

Aviso Wealth Management reduced its Boeing (BA) stake by 2.3% in Q2 2026, selling an estimated $69.4K and leaving 13,319 shares worth $2.88M. The position accounts for 0.98% of the portfolio, ranked #24.

Aviso Wealth Management first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.95M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Aviso Wealth Management held 13,319 shares of Boeing worth $2.88M as of Q2 2026.
Aviso Wealth Management sold 312 Boeing shares in Q2 2026, an estimated $69.4K.
Boeing made up 0.98% of Aviso Wealth Management's portfolio in Q2 2026, its #24 holding.
Aviso Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's Boeing position peaked at $2.95M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.