Bay Harbor Wealth Management’s Boeing BA Stock Holding History

Bay Harbor 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	$125K	Buy	579 +529	+1,058%	+$118K	0.03%	92
2026 Q1	$9.95K	Buy	50 +9	+22%	+$2.05K	﹤0.01%	222
2025 Q4	$8.9K	Buy	41 +14	+52%	+$2.88K	﹤0.01%	194
2025 Q3	$5.83K	Buy	27 +7	+35%	+$1.58K	﹤0.01%	185
2025 Q2	$4.19K	Buy	20 +12	+150%	+$2.27K	﹤0.01%	193
2025 Q1	$1.36K	Buy	+8	New	+$1.39K	﹤0.01%	249
2024 Q3	–	Sell	-30	Closed	-$5.46K	–	166
2024 Q2	$5.46K	Hold	30	–	–	﹤0.01%	124
2024 Q1	$5.79K	Hold	30	–	–	﹤0.01%	126
2023 Q4	$7.82K	Hold	30	–	–	﹤0.01%	119
2023 Q3	$5.75K	Hold	30	–	–	﹤0.01%	118
2023 Q2	$6.33K	Hold	30	–	–	﹤0.01%	122
2023 Q1	$6.37K	Hold	30	–	–	﹤0.01%	117
2022 Q4	$6K	Hold	30	–	–	﹤0.01%	140
2022 Q3	$4K	Hold	30	–	–	﹤0.01%	148
2022 Q2	$4K	Hold	30	–	–	﹤0.01%	147
2022 Q1	$6K	Buy	+30	New	+$6.02K	﹤0.01%	144
2021 Q1	–	Sell	-87	Closed	-$19K	–	229
2020 Q4	$19K	Buy	87 +41	+89%	+$7.88K	0.01%	207
2020 Q3	$8K	Hold	46	–	–	﹤0.01%	237
2020 Q2	$8K	Hold	46	–	–	﹤0.01%	224
2020 Q1	$7K	Buy	46 +40	+667%	+$10.9K	﹤0.01%	221
2019 Q4	$2K	Hold	6	–	–	﹤0.01%	280
2019 Q3	$2K	Hold	6	–	–	﹤0.01%	295
2019 Q2	$2K	Buy	+6	New	+$2.19K	﹤0.01%	290
2019 Q1	–	Sell	-175	Closed	-$67.4K	–	391
2018 Q4	$56K	Buy	+175	New	+$60.5K	0.04%	145

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

Bay Harbor Wealth Management's BA Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Boeing (BA) stake by 1,058% in Q2 2026, buying an estimated $118K and bringing the position to 579 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #92.

Bay Harbor Wealth Management first reported a position in BA in Q4 2018 and has held it in 24 quarters since. 2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Bay Harbor Wealth Management held 579 shares of Boeing worth $125K as of Q2 2026.
Bay Harbor Wealth Management bought 529 Boeing shares in Q2 2026, an estimated $118K.
Boeing made up 0.03% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #92 holding.
Bay Harbor Wealth Management first reported a position in Boeing in Q4 2018 and has held it in 24 quarters since.
2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.