Baker Tilly Wealth Management’s Boeing BA Stock Holding History

Baker Tilly 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	$2.62M	Sell	12,123 -206	-2%	-$45.8K	0.56%	40
2026 Q1	$2.45M	Sell	12,329 -63	-0.5%	-$14.3K	0.6%	39
2025 Q4	$2.69M	Buy	12,392 +322	+3%	+$66.2K	0.66%	36
2025 Q3	$2.61M	Buy	12,070 +99	+0.8%	+$22.3K	0.59%	38
2025 Q2	$2.51M	Sell	11,971 -392	-3%	-$74K	0.9%	22
2025 Q1	$2.11M	Buy	12,363 +1,470	+13%	+$254K	0.83%	22
2024 Q4	$1.93M	Sell	10,893 -360	-3%	-$56.5K	0.76%	27
2024 Q3	$1.71M	Buy	11,253 +2,593	+30%	+$445K	0.76%	23
2024 Q2	$1.58M	Sell	8,660 -1,652	-16%	-$294K	0.64%	27
2024 Q1	$1.99M	Buy	10,312 +1,860	+22%	+$382K	0.36%	66
2023 Q4	$2.2M	Sell	8,452 -2,362	-22%	-$505K	0.36%	60
2023 Q3	$2.07M	Sell	10,814 -20,320	-65%	-$4.45M	0.34%	66
2023 Q2	$6.57M	Buy	31,134 +1,637	+6%	+$340K	0.69%	25
2023 Q1	$6.27M	Buy	29,497 +3,041	+11%	+$632K	0.7%	24
2022 Q4	$5.04M	Buy	26,456 +4,702	+22%	+$769K	0.62%	35
2022 Q3	$2.63M	Sell	21,754 -724	-3%	-$111K	0.36%	64
2022 Q2	$3.07M	Buy	22,478 +5,019	+29%	+$740K	0.4%	61
2022 Q1	$3.34M	Buy	17,459 +2,126	+14%	+$427K	0.37%	63
2021 Q4	$3.09M	Buy	15,333 +4,500	+42%	+$951K	0.33%	61
2021 Q3	$2.38M	Buy	10,833 +1,846	+21%	+$412K	0.31%	63
2021 Q2	$2.15M	Buy	8,987 +794	+10%	+$192K	0.35%	61
2021 Q1	$2.09M	Buy	8,193 +6,941	+554%	+$1.54M	0.43%	53
2020 Q4	$268K	Buy	+1,252	New	+$241K	0.08%	262

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

Baker Tilly Wealth Management's BA Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Boeing (BA) stake by 1.7% in Q2 2026, selling an estimated $45.8K and leaving 12,123 shares worth $2.62M. The position accounts for 0.56% of the portfolio, ranked #40.

Baker Tilly Wealth Management first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.57M in Q2 2023. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Baker Tilly Wealth Management held 12,123 shares of Boeing worth $2.62M as of Q2 2026.
Baker Tilly Wealth Management sold 206 Boeing shares in Q2 2026, an estimated $45.8K.
Boeing made up 0.56% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #40 holding.
Baker Tilly Wealth Management first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
Baker Tilly Wealth Management's Boeing position peaked at $6.57M in Q2 2023.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.