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Broadway Wealth Solutions’s Boeing BA Stock Holding History

Broadway Wealth Solutions’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 		$210K Buy
+969
New +$216K 0.1% 87
2026
Q1 		– Sell
-969
Closed -$210K – 97
2025
Q4 		$210K Sell
969
-12
-1% -$2.47K 0.11% 90
2025
Q3 		$212K Buy
981
+12
+1% +$2.71K 0.12% 89
2025
Q2 		$203K Buy
+969
New +$183K 0.13% 92

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

Broadway Wealth Solutions's BA Position: Q2 2026 in Review

Broadway Wealth Solutions opened a new position in Boeing (BA) in Q2 2026: 969 shares worth $210K. The stake represents 0.1% of the portfolio and ranks #87 among its holdings. This is a return to the name: Broadway Wealth Solutions previously reported a position in BA as recently as Q4 2025.

Broadway Wealth Solutions first reported a position in BA in Q2 2025 and has held it in 4 quarters since. The position peaked at $212K in Q3 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Broadway Wealth Solutions held 969 shares of Boeing worth $210K as of Q2 2026.
  • Boeing was a new Broadway Wealth Solutions position in Q2 2026.
  • Boeing made up 0.1% of Broadway Wealth Solutions's portfolio in Q2 2026, its #87 holding.
  • Broadway Wealth Solutions first reported a position in Boeing in Q2 2025 and has held it in 4 quarters since.
  • Broadway Wealth Solutions's Boeing position peaked at $212K in Q3 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.