Beacon Bridge Wealth Partners’s Boeing BA Stock Holding History

Beacon Bridge 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	$373K	Buy	1,723 +2	+0.1%	+$445	0.11%	89
2026 Q1	$343K	Sell	1,721 -6	-0.3%	-$1.37K	0.11%	84
2025 Q4	$375K	Buy	1,727 +14	+0.8%	+$2.88K	0.12%	81
2025 Q3	$370K	Buy	1,713 +18	+1%	+$4.06K	0.13%	73
2025 Q2	$355K	Buy	1,695 +6	+0.4%	+$1.13K	0.14%	68
2025 Q1	$288K	Buy	1,689 +4	+0.2%	+$692	0.12%	76
2024 Q4	$298K	Sell	1,685 -16	-0.9%	-$2.51K	0.13%	73
2024 Q3	$259K	Hold	1,701	–	–	0.11%	77
2024 Q2	$310K	Buy	1,701 +21	+1%	+$3.74K	0.14%	76
2024 Q1	$324K	Sell	1,680 -14	-0.8%	-$2.88K	0.15%	76
2023 Q4	$442K	Sell	1,694 -100	-6%	-$21.4K	0.22%	61
2023 Q3	$344K	Buy	1,794 +14	+0.8%	+$3.06K	0.18%	60
2023 Q2	$376K	Buy	1,780 +100	+6%	+$20.8K	0.19%	50
2023 Q1	$357K	Hold	1,680	–	–	0.21%	52
2022 Q4	$320K	Buy	+1,680	New	+$275K	0.23%	56

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

Beacon Bridge Wealth Partners's BA Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Boeing (BA) stake by 0.12% in Q2 2026, buying an estimated $445 and bringing the position to 1,723 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #89.

Beacon Bridge Wealth Partners first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $442K in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Beacon Bridge Wealth Partners held 1,723 shares of Boeing worth $373K as of Q2 2026.
Beacon Bridge Wealth Partners bought 2 Boeing shares in Q2 2026, an estimated $445.
Boeing made up 0.11% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #89 holding.
Beacon Bridge Wealth Partners first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's Boeing position peaked at $442K in Q4 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.