Balboa Wealth Partners’s Boeing BA Stock Holding History

Balboa Wealth Partners’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	$2.8M	Sell	12,957 -1	-0%	-$222	0.38%	42
2026 Q1	$2.58M	Buy	12,958 +125	+1%	+$28.5K	0.43%	39
2025 Q4	$2.79M	Sell	12,833 -484	-4%	-$99.5K	0.46%	38
2025 Q3	$2.87M	Buy	13,317 +11	+0.1%	+$2.48K	0.5%	37
2025 Q2	$2.79M	Sell	13,306 -715	-5%	-$135K	0.56%	34
2025 Q1	$2.39M	Sell	14,021 -221	-2%	-$38.3K	0.58%	33
2024 Q4	$2.52M	Sell	14,242 -991	-7%	-$156K	0.58%	30
2024 Q3	$2.32M	Buy	15,233 +812	+6%	+$139K	0.58%	29
2024 Q2	$2.62M	Sell	14,421 -143	-1%	-$25.5K	0.69%	24
2024 Q1	$2.81M	Buy	14,564 +740	+5%	+$152K	0.83%	19
2023 Q4	$3.6M	Buy	13,824 +1,459	+12%	+$312K	1.2%	13
2023 Q3	$2.37M	Sell	12,365 -985	-7%	-$216K	0.89%	18
2023 Q2	$2.82M	Sell	13,350 -427	-3%	-$88.7K	0.98%	17
2023 Q1	$2.93M	Sell	13,777 -1,012	-7%	-$210K	1.11%	13
2022 Q4	$2.82M	Buy	14,789 +280	+2%	+$45.8K	1.27%	10
2022 Q3	$1.76M	Buy	+14,509	New	+$2.23M	0.77%	23

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

Balboa Wealth Partners's BA Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Boeing (BA) stake by 0.01% in Q2 2026, selling an estimated $222 and leaving 12,957 shares worth $2.8M. The position accounts for 0.38% of the portfolio, ranked #42.

Balboa Wealth Partners first reported a position in BA in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.6M in Q4 2023. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Balboa Wealth Partners held 12,957 shares of Boeing worth $2.8M as of Q2 2026.
Balboa Wealth Partners sold 1 Boeing share in Q2 2026, an estimated $222.
Boeing made up 0.38% of Balboa Wealth Partners's portfolio in Q2 2026, its #42 holding.
Balboa Wealth Partners first reported a position in Boeing in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's Boeing position peaked at $3.6M in Q4 2023.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.