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Bernard Wealth Management’s Boeing BA Stock Holding History

Bernard 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 		– Sell
-7
Closed -$1.39K – 327
2026
Q1 		$1.39K Hold
7
– – ﹤0.01% 307
2025
Q4 		$1.52K Hold
7
– – ﹤0.01% 292
2025
Q3 		$1.51K Sell
7
-8
-53% -$1.8K ﹤0.01% 281
2025
Q2 		$3.14K Hold
15
– – ﹤0.01% 247
2025
Q1 		$2.56K Hold
15
– – ﹤0.01% 290
2024
Q4 		$2.65K Buy
+15
New +$2.35K ﹤0.01% 257

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

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

Bernard Wealth Management sold out of Boeing (BA) in Q2 2026, closing a stake of 7 shares — an estimated $1.39K sold.

Bernard Wealth Management first reported a position in BA in Q4 2024 and held it in 6 quarters. The position peaked at $3.14K in Q2 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Bernard Wealth Management reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 7 Boeing shares in Q2 2026, an estimated $1.39K.
  • Bernard Wealth Management first reported a position in Boeing in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Boeing position peaked at $3.14K in Q2 2025.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.