Bell & Brown Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.98M | Buy |
36,875
+199
| +0.5% | +$44.3K | 2.42% | 13 |
|
|
2026
Q1 | $7.3M | Buy |
36,676
+413
| +1% | +$94K | 2.37% | 12 |
|
|
2025
Q4 | $7.87M | Buy |
36,263
+128
| +0.4% | +$26.3K | 2.53% | 11 |
|
|
2025
Q3 | $7.8M | Sell |
36,135
-436
| -1% | -$98.3K | 2.55% | 12 |
|
|
2025
Q2 | $7.66M | Sell |
36,571
-21
| -0.1% | -$3.97K | 2.74% | 11 |
|
|
2025
Q1 | $6.24M | Buy |
36,592
+307
| +0.8% | +$53.1K | 2.43% | 14 |
|
|
2024
Q4 | $6.42M | Sell |
36,285
-956
| -3% | -$150K | 2.39% | 13 |
|
|
2024
Q3 | $5.66M | Buy |
37,241
+252
| +0.7% | +$43.2K | 2.21% | 13 |
|
|
2024
Q2 | $6.73M | Buy |
36,989
+614
| +2% | +$109K | 2.58% | 11 |
|
|
2024
Q1 | $7.02M | Buy |
36,375
+5,757
| +19% | +$1.18M | 3% | 8 |
|
|
2023
Q4 | $7.98M | Buy |
+30,618
| New | +$6.55M | 3.71% | 5 |
|
|
2023
Q2 | $6.51M | Buy |
30,834
+227
| +0.7% | +$47.2K | 3.26% | 6 |
|
|
2023
Q1 | $6.5M | Sell |
30,607
-928
| -3% | -$193K | 3.46% | 4 |
|
|
2022
Q4 | $6.01M | Buy |
31,535
+430
| +1% | +$70.3K | 3.3% | 5 |
|
|
2022
Q3 | $3.77M | Buy |
31,105
+373
| +1% | +$57.2K | 2.33% | 13 |
|
|
2022
Q2 | $4.2M | Buy |
30,732
+970
| +3% | +$143K | 2.25% | 14 |
|
|
2022
Q1 | $5.7M | Buy |
29,762
+546
| +2% | +$110K | 2.58% | 10 |
|
|
2021
Q4 | $6.28M | Buy |
29,216
+4,010
| +16% | +$847K | 3.03% | 7 |
|
|
2021
Q3 | $5.54M | Buy |
+25,206
| New | +$5.62M | 2.99% | 6 |
|
|
2020
Q3 | $3.78M | Buy |
22,847
+1,606
| +8% | +$274K | 2.73% | 11 |
|
|
2020
Q2 | $3.64M | Buy |
21,241
+953
| +5% | +$146K | 2.85% | 8 |
|
|
2020
Q1 | $2.61M | Buy |
20,288
+4,505
| +29% | +$1.23M | 2.42% | 15 |
|
|
2019
Q4 | $5.22M | Buy |
15,783
+1,317
| +9% | +$466K | 3.89% | 2 |
|
|
2019
Q3 | $5.46M | Sell |
14,466
-256
| -2% | -$91.5K | 4.48% | 2 |
|
|
2019
Q2 | $5.36M | Buy |
14,722
+571
| +4% | +$208K | 4.72% | 2 |
|
|
2019
Q1 | $5.4M | Sell |
14,151
-653
| -4% | -$251K | 4.92% | 1 |
|
|
2018
Q4 | $4.77M | Buy |
14,804
+152
| +1% | +$52.5K | 5.11% | 1 |
|
|
2018
Q3 | $5.2M | Sell |
14,652
-1,079
| -7% | -$379K | 4.83% | 2 |
|
|
2018
Q2 | $5.28M | Sell |
15,731
-677
| -4% | -$233K | 5.21% | 1 |
|
|
2018
Q1 | $5.39M | Sell |
16,408
-1,247
| -7% | -$421K | 5.68% | 1 |
|
|
2017
Q4 | $5.21M | Buy |
+17,655
| New | +$4.78M | 5.4% | 1 |
|
Other funds holding BA
Bell & Brown Wealth Advisors's BA Position: Q2 2026 in Review
Bell & Brown Wealth Advisors increased its Boeing (BA) stake by 0.54% in Q2 2026, buying an estimated $44.3K and bringing the position to 36,875 shares worth $7.98M. The position accounts for 2.42% of the portfolio, ranked #13.
Bell & Brown Wealth Advisors first reported a position in BA in Q4 2017 and has held it in 31 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Bell & Brown Wealth Advisors held 36,875 shares of Boeing worth $7.98M as of Q2 2026.
- Bell & Brown Wealth Advisors bought 199 Boeing shares in Q2 2026, an estimated $44.3K.
- Boeing made up 2.42% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #13 holding.
- Bell & Brown Wealth Advisors first reported a position in Boeing in Q4 2017 and has held it in 31 quarters since.
- 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.