Brandywine Oak Private Wealth’s Boeing BA Stock Holding History

Brandywine Oak Private Wealth’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	$308K	Buy	1,423 +1	+0.1%	+$222	0.02%	197
2026 Q1	$283K	Hold	1,422	–	–	0.02%	198
2025 Q4	$309K	Hold	1,422	–	–	0.03%	188
2025 Q3	$307K	Hold	1,422	–	–	0.03%	188
2025 Q2	$298K	Buy	1,422 +50	+4%	+$9.44K	0.03%	188
2025 Q1	$234K	Sell	1,372 -194	-12%	-$33.6K	0.02%	205
2024 Q4	$277K	Sell	1,566 -399	-20%	-$62.6K	0.03%	194
2024 Q3	$299K	Sell	1,965 -185	-9%	-$31.7K	0.03%	196
2024 Q2	$391K	Sell	2,150 -50	-2%	-$8.91K	0.04%	167
2024 Q1	$425K	Sell	2,200 -22	-1%	-$4.52K	0.04%	159
2023 Q4	$579K	Sell	2,222 -1	-0%	-$214	0.06%	134
2023 Q3	$426K	Sell	2,223 -490	-18%	-$107K	0.05%	155
2023 Q2	$573K	Sell	2,713 -185	-6%	-$38.4K	0.06%	142
2023 Q1	$616K	Sell	2,898 -36	-1%	-$7.48K	0.07%	139
2022 Q4	$559K	Sell	2,934 -853	-23%	-$140K	0.07%	145
2022 Q3	$458K	Sell	3,787 -19	-0.5%	-$2.91K	0.06%	159
2022 Q2	$520K	Sell	3,806 -1,423	-27%	-$210K	0.07%	164
2022 Q1	$997K	Buy	5,229 +92	+2%	+$18.5K	0.11%	127
2021 Q4	$1.03M	Buy	5,137 +95	+2%	+$20.1K	0.11%	132
2021 Q3	$1.11M	Sell	5,042 -85	-2%	-$19K	0.13%	116
2021 Q2	$1.23M	Buy	5,127 +173	+3%	+$41.8K	0.14%	109
2021 Q1	$1.26M	Buy	4,954 +197	+4%	+$43.8K	0.19%	80
2020 Q4	$1.02M	Buy	4,757 +25	+0.5%	+$4.81K	0.16%	90
2020 Q3	$782K	Buy	4,732 +425	+10%	+$72.4K	0.13%	96
2020 Q2	$789K	Buy	+4,307	New	+$662K	0.14%	92
2020 Q1	–	Sell	-1,105	Closed	-$360K	–	222
2019 Q4	$360K	Sell	1,105 -757	-41%	-$268K	0.07%	158
2019 Q3	$708K	Buy	1,862 +211	+13%	+$75.4K	0.13%	83
2019 Q2	$600K	Sell	1,651 -586	-26%	-$214K	0.12%	93
2019 Q1	$853K	Buy	2,237 +50	+2%	+$19.2K	0.18%	71
2018 Q4	$705K	Buy	+2,187	New	+$756K	0.16%	80

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

Brandywine Oak Private Wealth's BA Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Boeing (BA) stake by 0.07% in Q2 2026, buying an estimated $222 and bringing the position to 1,423 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #197.

Brandywine Oak Private Wealth first reported a position in BA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.26M in Q1 2021. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Brandywine Oak Private Wealth held 1,423 shares of Boeing worth $308K as of Q2 2026.
Brandywine Oak Private Wealth bought 1 Boeing share in Q2 2026, an estimated $222.
Boeing made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #197 holding.
Brandywine Oak Private Wealth first reported a position in Boeing in Q4 2018 and has held it in 30 quarters since.
Brandywine Oak Private Wealth's Boeing position peaked at $1.26M in Q1 2021.
2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.