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Beaird Harris Wealth Management’s Boeing BA Stock Holding History

Beaird Harris 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 		$71K Sell
328
-402
-55% -$89.4K ﹤0.01% 235
2026
Q1 		$145K Sell
730
-100
-12% -$22.8K 0.01% 154
2025
Q4 		$180K Sell
830
-12
-1% -$2.47K 0.01% 138
2025
Q3 		$182K Buy
842
+125
+17% +$28.2K 0.01% 132
2025
Q2 		$150K Buy
717
+502
+233% +$94.8K 0.01% 145
2025
Q1 		$36.7K Buy
215
+12
+6% +$2.08K ﹤0.01% 252
2024
Q4 		$35.9K Hold
203
– – ﹤0.01% 254
2024
Q3 		$30.9K Sell
203
-231
-53% -$39.6K ﹤0.01% 266
2024
Q2 		$79K Buy
434
+222
+105% +$39.6K 0.01% 182
2024
Q1 		$40.9K Sell
212
-25
-11% -$5.14K ﹤0.01% 216
2023
Q4 		$61.8K Sell
237
-91
-28% -$19.5K 0.01% 174
2023
Q3 		$62.9K Hold
328
– – 0.01% 157
2023
Q2 		$69.3K Hold
328
– – 0.01% 151
2023
Q1 		$69.7K Sell
328
-71
-18% -$14.8K 0.01% 147
2022
Q4 		$76K Buy
399
+71
+22% +$11.6K 0.01% 155
2022
Q3 		$40K Buy
328
+125
+62% +$19.2K 0.01% 175
2022
Q2 		$28K Sell
203
-125
-38% -$18.4K 0.01% 180
2022
Q1 		$63K Sell
328
-75
-19% -$15.1K 0.02% 170
2021
Q4 		$81K Buy
+403
New +$85.1K 0.03% 186

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

Beaird Harris Wealth Management's BA Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Boeing (BA) stake by 55% in Q2 2026, selling an estimated $89.4K and leaving 328 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Beaird Harris Wealth Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $182K in Q3 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Beaird Harris Wealth Management held 328 shares of Boeing worth $71K as of Q2 2026.
  • Beaird Harris Wealth Management sold 402 Boeing shares in Q2 2026, an estimated $89.4K.
  • Boeing made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Beaird Harris Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Boeing position peaked at $182K in Q3 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.