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Axxcess Wealth Management’s Boeing BA Stock Holding History

Axxcess 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 		$4.46M Buy
20,589
+322
+2% +$71.6K 0.07% 249
2026
Q1 		$4.03M Buy
20,267
+3
+0% +$683 0.13% 141
2025
Q4 		$4.4M Sell
20,264
-2,085
-9% -$429K 0.08% 232
2025
Q3 		$4.82M Sell
22,349
-837
-4% -$189K 0.1% 164
2025
Q2 		$4.86M Buy
23,186
+1,461
+7% +$276K 0.11% 152
2025
Q1 		$3.71M Sell
21,725
-2,144
-9% -$371K 0.1% 170
2024
Q4 		$4.22M Buy
23,869
+7,799
+49% +$1.22M 0.1% 153
2024
Q3 		$2.44M Buy
16,070
+224
+1% +$38.4K 0.06% 232
2024
Q2 		$2.88M Buy
15,846
+1,970
+14% +$351K 0.08% 195
2024
Q1 		$2.68M Sell
13,876
-3,081
-18% -$633K 0.07% 206
2023
Q4 		$4.42M Buy
16,957
+781
+5% +$167K 0.13% 138
2023
Q3 		$3.1M Buy
16,176
+3,717
+30% +$813K 0.11% 149
2023
Q2 		$2.63M Buy
12,459
+3,850
+45% +$800K 0.19% 106
2023
Q1 		$1.83M Sell
8,609
-769
-8% -$160K 0.14% 148
2022
Q4 		$1.79M Sell
9,378
-2,619
-22% -$428K 0.15% 136
2022
Q3 		$1.45M Sell
11,997
-339
-3% -$52K 0.14% 149
2022
Q2 		$1.69M Buy
12,336
+138
+1% +$20.4K 0.16% 131
2022
Q1 		$2.3M Buy
12,198
+386
+3% +$77.5K 0.18% 112
2021
Q4 		$2.38M Buy
+11,812
New +$2.5M 0.17% 107

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

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

Axxcess Wealth Management increased its Boeing (BA) stake by 1.6% in Q2 2026, buying an estimated $71.6K and bringing the position to 20,589 shares worth $4.46M. The position accounts for 0.07% of the portfolio, ranked #249.

Axxcess Wealth Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.86M in Q2 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Axxcess Wealth Management held 20,589 shares of Boeing worth $4.46M as of Q2 2026.
  • Axxcess Wealth Management bought 322 Boeing shares in Q2 2026, an estimated $71.6K.
  • Boeing made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Axxcess Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Boeing position peaked at $4.86M in Q2 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.