Axxcess Wealth Management
BA icon

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
Q3 		$3.96M Buy
21,261
+672
+3% +$144K 0.16% 158
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Axxcess Wealth Management's BA Position: Q3 2026 in Review

Axxcess Wealth Management increased its Boeing (BA) stake by 3.3% in Q3 2026, buying an estimated $144K and bringing the position to 21,261 shares worth $3.96M. The position accounts for 0.16% of the portfolio, ranked #158.

Axxcess Wealth Management first reported a position in BA in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.86M in Q2 2025. 751 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Axxcess Wealth Management held 21,261 shares of Boeing worth $3.96M as of Q3 2026.
  • Axxcess Wealth Management bought 672 Boeing shares in Q3 2026, an estimated $144K.
  • Boeing made up 0.16% of Axxcess Wealth Management's portfolio in Q3 2026, its #158 holding.
  • Axxcess Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Boeing position peaked at $4.86M in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.