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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
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

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

Ball & Co Wealth Management's BA Position: Q2 2026 in Review

Ball & Co Wealth Management reduced its Boeing (BA) stake by 10% in Q2 2026, selling an estimated $7.79K and leaving 315 shares worth $68K. The position accounts for 0.05% of the portfolio, ranked #35.

Ball & Co Wealth Management first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $76K in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Ball & Co Wealth Management held 315 shares of Boeing worth $68K as of Q2 2026.
  • Ball & Co Wealth Management sold 35 Boeing shares in Q2 2026, an estimated $7.79K.
  • Boeing made up 0.05% of Ball & Co Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Ball & Co Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • Ball & Co Wealth Management's Boeing position peaked at $76K in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.