Blue Bell Private Wealth Management’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
$51.5K Sell
238
-535
-69% -$119K 0.01% 419
2026
Q1
$154K Buy
773
+311
+67% +$70.8K 0.02% 293
2025
Q4
$100K Sell
462
-55
-11% -$11.3K 0.01% 328
2025
Q3
$112K Sell
517
-46
-8% -$10.4K 0.02% 311
2025
Q2
$118K Buy
563
+106
+23% +$20K 0.02% 297
2025
Q1
$77.9K Hold
457
0.01% 320
2024
Q4
$80.9K Buy
457
+224
+96% +$35.2K 0.02% 303
2024
Q3
$35.4K Buy
233
+81
+53% +$13.9K 0.01% 402
2024
Q2
$27.6K Sell
152
-8
-5% -$1.43K 0.01% 427
2024
Q1
$30.8K Sell
160
-167
-51% -$34.3K 0.01% 410
2023
Q4
$85.2K Buy
327
+91
+39% +$19.5K 0.02% 251
2023
Q3
$45.2K Buy
236
+94
+66% +$20.6K 0.01% 273
2023
Q2
$29.9K Buy
142
+50
+54% +$10.4K 0.01% 314
2023
Q1
$19.5K Sell
92
-50
-35% -$10.4K 0.01% 323
2022
Q4
$27K Hold
142
0.01% 279
2022
Q3
$17K Hold
142
0.01% 315
2022
Q2
$19K Sell
142
-47
-25% -$6.93K 0.01% 314
2022
Q1
$36K Buy
189
+56
+42% +$11.2K 0.01% 253
2021
Q4
$27K Buy
+133
New +$28.1K 0.01% 267

Other funds holding BA

Blue Bell Private Wealth Management's BA Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Boeing (BA) stake by 69% in Q2 2026, selling an estimated $119K and leaving 238 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #419.

Blue Bell Private Wealth Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $154K in Q1 2026. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Blue Bell Private Wealth Management held 238 shares of Boeing worth $51.5K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 535 Boeing shares in Q2 2026, an estimated $119K.
  • Boeing made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Blue Bell Private Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Blue Bell Private Wealth Management's Boeing position peaked at $154K in Q1 2026.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.