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Badgley Phelps Wealth Managers’s Boeing BA Stock Holding History

Badgley Phelps Wealth Managers’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 		$3.07M Buy
14,194
+119
+0.8% +$26.5K 0.05% 153
2026
Q1 		$2.8M Buy
14,075
+405
+3% +$92.2K 0.06% 153
2025
Q4 		$2.97M Buy
13,670
+1,301
+11% +$268K 0.05% 155
2025
Q3 		$2.67M Sell
12,369
-43
-0.3% -$9.7K 0.06% 143
2025
Q2 		$2.6M Buy
12,412
+333
+3% +$62.9K 0.06% 145
2025
Q1 		$2.06M Sell
12,079
-1,072
-8% -$186K 0.05% 149
2024
Q4 		$2.33M Sell
13,151
-643
-5% -$101K 0.05% 145
2024
Q3 		$2.1M Sell
13,794
-549
-4% -$94.1K 0.05% 146
2024
Q2 		$2.61M Buy
14,343
+2,244
+19% +$400K 0.06% 132
2024
Q1 		$2.33M Sell
12,099
-74,861
-86% -$15.4M 0.06% 135
2023
Q4 		$22.7M Buy
86,960
+27,228
+46% +$5.82M 0.62% 54
2023
Q3 		$11.4M Buy
59,732
+3,898
+7% +$853K 0.39% 81
2023
Q2 		$11.8M Buy
55,834
+1,961
+4% +$407K 0.39% 80
2023
Q1 		$11.4M Buy
53,873
+5,143
+11% +$1.07M 0.42% 81
2022
Q4 		$9.28M Sell
48,730
-1,311
-3% -$214K 0.37% 92
2022
Q3 		$6.06M Buy
50,041
+348
+0.7% +$53.4K 0.26% 98
2022
Q2 		$6.79M Sell
49,693
-507
-1% -$74.8K 0.28% 94
2022
Q1 		$9.61M Buy
50,200
+2,095
+4% +$421K 0.33% 92
2021
Q4 		$9.69M Sell
48,105
-7,110
-13% -$1.5M 0.31% 95
2021
Q3 		$12.1M Buy
+55,215
New +$12.3M 0.44% 81

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

Badgley Phelps Wealth Managers's BA Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Boeing (BA) stake by 0.85% in Q2 2026, buying an estimated $26.5K and bringing the position to 14,194 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #153.

Badgley Phelps Wealth Managers first reported a position in BA in Q3 2021 and has held it in 20 quarters since. The position peaked at $22.7M in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Badgley Phelps Wealth Managers held 14,194 shares of Boeing worth $3.07M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 119 Boeing shares in Q2 2026, an estimated $26.5K.
  • Boeing made up 0.05% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #153 holding.
  • Badgley Phelps Wealth Managers first reported a position in Boeing in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Boeing position peaked at $22.7M in Q4 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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