Baron Wealth Management’s Boeing BA Stock Holding History

Baron 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	$301K	Buy	1,392 +131	+10%	+$29.1K	0.08%	199
2026 Q1	$251K	Sell	1,261 -92	-7%	-$20.9K	0.08%	214
2025 Q4	$294K	Buy	+1,353	New	+$278K	0.09%	177
2024 Q1	–	Sell	-1,223	Closed	-$319K	–	184
2023 Q4	$319K	Buy	1,223 +5	+0.4%	+$1.07K	0.17%	99
2023 Q3	$233K	Buy	1,218 +9	+0.7%	+$1.97K	0.15%	119
2023 Q2	$255K	Buy	1,209 +6	+0.5%	+$1.25K	0.16%	109
2023 Q1	$256K	Buy	1,203 +113	+10%	+$23.5K	0.18%	102
2022 Q4	$208K	Buy	+1,090	New	+$178K	0.16%	125

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Baron Wealth Management's BA Position: Q2 2026 in Review

Baron Wealth Management increased its Boeing (BA) stake by 10% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,392 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #199.

Baron Wealth Management first reported a position in BA in Q4 2022 and has held it in 8 quarters since. The position peaked at $319K in Q4 2023. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Baron Wealth Management held 1,392 shares of Boeing worth $301K as of Q2 2026.
Baron Wealth Management bought 131 Boeing shares in Q2 2026, an estimated $29.1K.
Boeing made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #199 holding.
Baron Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 8 quarters since.
Baron Wealth Management's Boeing position peaked at $319K in Q4 2023.
657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.