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Bullock Wealth Management’s Boeing BA Stock Holding History

Bullock 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 		$175K Hold
800
– – 0.08% 187
2026
Q1 		$166K Buy
800
+8
+1% +$1.82K 0.08% 180
2025
Q4 		$172K Buy
792
+211
+36% +$43.4K 0.08% 177
2025
Q3 		$125K Hold
581
– – 0.06% 192
2025
Q2 		$122K Sell
581
-19
-3% -$3.59K 0.06% 186
2025
Q1 		$101K Sell
600
-50
-8% -$8.65K 0.06% 195
2024
Q4 		$115K Buy
650
+147
+29% +$23.1K 0.07% 190
2024
Q3 		$77.6K Buy
503
+33
+7% +$5.66K 0.05% 205
2024
Q2 		$87.8K Sell
470
-670
-59% -$119K 0.06% 190
2024
Q1 		$216K Buy
+1,140
New +$234K 0.14% 131

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management held its Boeing (BA) position steady in Q2 2026 at 800 shares worth $175K. The position accounts for 0.08% of the portfolio, ranked #187.

Bullock Wealth Management first reported a position in BA in Q1 2024 and has held it in 10 quarters since. The position peaked at $216K in Q1 2024. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Bullock Wealth Management held 800 shares of Boeing worth $175K as of Q2 2026.
  • Bullock Wealth Management left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.08% of Bullock Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Bullock Wealth Management first reported a position in Boeing in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Boeing position peaked at $216K in Q1 2024.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.