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Capital Advisors Wealth Management’s Boeing BA Stock Holding History

Capital Advisors 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 		$628K Buy
2,901
+553
+24% +$123K 0.07% 129
2026
Q1 		$467K Sell
2,348
-15
-0.6% -$3.42K 0.06% 136
2025
Q4 		$513K Buy
2,363
+76
+3% +$15.6K 0.07% 130
2025
Q3 		$494K Buy
2,287
+35
+2% +$7.89K 0.07% 128
2025
Q2 		$472K Buy
2,252
+265
+13% +$50.1K 0.07% 115
2025
Q1 		$339K Buy
1,987
+363
+22% +$62.8K 0.06% 131
2024
Q4 		$287K Sell
1,624
-69
-4% -$10.8K 0.05% 136
2024
Q3 		$257K Sell
1,693
-28
-2% -$4.8K 0.05% 140
2024
Q2 		$313K Sell
1,721
-259
-13% -$46.2K 0.06% 118
2024
Q1 		$382K Sell
1,980
-221
-10% -$45.4K 0.08% 101
2023
Q4 		$574K Buy
2,201
+38
+2% +$8.13K 0.13% 74
2023
Q3 		$415K Buy
2,163
+69
+3% +$15.1K 0.11% 88
2023
Q2 		$442K Buy
2,094
+51
+2% +$10.6K 0.11% 84
2023
Q1 		$434K Sell
2,043
-18
-0.9% -$3.74K 0.12% 84
2022
Q4 		$393K Sell
2,061
-15
-0.7% -$2.45K 0.12% 80
2022
Q3 		$251K Sell
2,076
-199
-9% -$30.5K 0.08% 100
2022
Q2 		$311K Sell
2,275
-532
-19% -$78.5K 0.1% 85
2022
Q1 		$538K Buy
2,807
+554
+25% +$111K 0.16% 66
2021
Q4 		$454K Sell
2,253
-877
-28% -$185K 0.14% 72
2021
Q3 		$688K Buy
3,130
+523
+20% +$117K 0.24% 56
2021
Q2 		$625K Buy
2,607
+406
+18% +$98.2K 0.23% 53
2021
Q1 		$561K Buy
+2,201
New +$489K 0.24% 55

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

Capital Advisors Wealth Management's BA Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Boeing (BA) stake by 24% in Q2 2026, buying an estimated $123K and bringing the position to 2,901 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #129.

Capital Advisors Wealth Management first reported a position in BA in Q1 2021 and has held it in 22 quarters since. The position peaked at $688K in Q3 2021. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Capital Advisors Wealth Management held 2,901 shares of Boeing worth $628K as of Q2 2026.
  • Capital Advisors Wealth Management bought 553 Boeing shares in Q2 2026, an estimated $123K.
  • Boeing made up 0.07% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Capital Advisors Wealth Management first reported a position in Boeing in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's Boeing position peaked at $688K in Q3 2021.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.