CWIG
BA icon

Chung Wu Investment Group’s Boeing BA Stock Holding History

Chung Wu Investment Group’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 		$349K Buy
1,610
+1,510
+1,510% +$336K 0.23% 77
2026
Q1 		$19.9K Buy
+100
New +$22.8K 0.02% 173
2025
Q4 		– Sell
-1,100
Closed -$237K – 265
2025
Q3 		$237K Buy
+1,100
New +$248K 0.2% 85

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

Chung Wu Investment Group's BA Position: Q2 2026 in Review

Chung Wu Investment Group increased its Boeing (BA) stake by 1,510% in Q2 2026, buying an estimated $336K and bringing the position to 1,610 shares worth $349K. The position accounts for 0.23% of the portfolio, ranked #77.

Chung Wu Investment Group first reported a position in BA in Q3 2025 and has held it in 3 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Chung Wu Investment Group held 1,610 shares of Boeing worth $349K as of Q2 2026.
  • Chung Wu Investment Group bought 1,510 Boeing shares in Q2 2026, an estimated $336K.
  • Boeing made up 0.23% of Chung Wu Investment Group's portfolio in Q2 2026, its #77 holding.
  • Chung Wu Investment Group first reported a position in Boeing in Q3 2025 and has held it in 3 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.