Ball & Co Wealth Management
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Ball & Co Wealth Management’s Boeing BA Stock Holding History

Ball & Co 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 		– Sell
-315
Closed -$68K – 30
2026
Q2 		$68K Sell
315
-35
-10% -$7.79K 0.05% 35
2026
Q1 		$69K Hold
350
– – 0.06% 33
2025
Q4 		$76K Hold
350
– – 0.05% 36
2025
Q3 		$75K Hold
350
– – 0.05% 38
2025
Q2 		$73K Hold
350
– – 0.08% 30
2025
Q1 		$59K Sell
350
-13
-4% -$2.25K 0.06% 27
2024
Q4 		$64K Buy
+363
New +$57K 0.05% 29

Other funds holding BA

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ball & Co Wealth Management's BA Position: Q3 2026 in Review

Ball & Co Wealth Management sold out of Boeing (BA) in Q3 2026, closing a stake of 315 shares — an estimated $68K sold.

Ball & Co Wealth Management first reported a position in BA in Q4 2024 and held it in 7 quarters. The position peaked at $76K in Q4 2025. 1,382 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Ball & Co Wealth Management reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Ball & Co Wealth Management sold 315 Boeing shares in Q3 2026, an estimated $68K.
  • Ball & Co Wealth Management first reported a position in Boeing in Q4 2024 and held it in 7 quarters.
  • Ball & Co Wealth Management's Boeing position peaked at $76K in Q4 2025.
  • 1,382 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Ball & Co Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.