BlackDiamond Wealth Management’s Boeing BA Stock Holding History

BlackDiamond 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	$268K	Buy	+1,152	New	+$256K	0.11%	184
2026 Q1	–	Sell	-828	Closed	-$203K	–	208
2025 Q4	$203K	Buy	+828	New	+$170K	0.1%	196
2023 Q4	–	Sell	-1,496	Closed	-$273K	–	139
2023 Q3	$273K	Buy	1,496 +72	+5%	+$15.8K	0.25%	95
2023 Q2	$305K	Buy	1,424 +60	+4%	+$12.5K	0.26%	88
2023 Q1	$276K	Buy	1,364 +98	+8%	+$20.4K	0.28%	83
2022 Q4	$262K	Sell	1,266 -115	-8%	-$18.8K	0.3%	83
2022 Q3	$203K	Buy	1,381 +8	+0.6%	+$1.23K	0.24%	101
2022 Q2	$217K	Buy	+1,373	New	+$203K	0.27%	102

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

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

BlackDiamond Wealth Management opened a new position in Boeing (BA) in Q2 2026: 1,152 shares worth $268K. The stake represents 0.11% of the portfolio and ranks #184 among its holdings. This is a return to the name: BlackDiamond Wealth Management previously reported a position in BA as recently as Q4 2025.

BlackDiamond Wealth Management first reported a position in BA in Q2 2022 and has held it in 8 quarters since. The position peaked at $305K in Q2 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

BlackDiamond Wealth Management held 1,152 shares of Boeing worth $268K as of Q2 2026.
Boeing was a new BlackDiamond Wealth Management position in Q2 2026.
Boeing made up 0.11% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #184 holding.
BlackDiamond Wealth Management first reported a position in Boeing in Q2 2022 and has held it in 8 quarters since.
BlackDiamond Wealth Management's Boeing position peaked at $305K in Q2 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.