Clay Northam Wealth Management’s Boeing BA Stock Holding History

Clay Northam 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	$316K	Hold	1,462	–	–	0.16%	80
2026 Q1	$291K	Hold	1,462	–	–	0.16%	76
2025 Q4	$317K	Hold	1,462	–	–	0.18%	71
2025 Q3	$316K	Hold	1,462	–	–	0.18%	72
2025 Q2	$306K	Sell	1,462 -12	-0.8%	-$2.27K	0.2%	64
2025 Q1	$251K	Buy	1,474 +88	+6%	+$15.2K	0.18%	70
2024 Q4	$245K	Sell	1,386 -10	-0.7%	-$1.57K	0.16%	79
2024 Q3	$212K	Sell	1,396 -30	-2%	-$5.14K	0.15%	87
2024 Q2	$260K	Hold	1,426	–	–	0.2%	64
2024 Q1	$275K	Sell	1,426 -10	-0.7%	-$2.06K	0.22%	64
2023 Q4	$374K	Hold	1,436	–	–	0.33%	50
2023 Q3	$275K	Hold	1,436	–	–	0.27%	56
2023 Q2	$303K	Sell	1,436 -50	-3%	-$10.4K	0.29%	55
2023 Q1	$316K	Hold	1,486	–	–	0.32%	53
2022 Q4	$283K	Buy	+1,486	New	+$243K	0.33%	54
2022 Q3	–	Sell	-1,501	Closed	-$205K	–	80
2022 Q2	$205K	Hold	1,501	–	–	0.26%	74
2022 Q1	$287K	Sell	1,501 -345	-19%	-$69.2K	0.29%	62
2021 Q4	$372K	Buy	+1,846	New	+$390K	0.35%	57

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

Clay Northam Wealth Management's BA Position: Q2 2026 in Review

Clay Northam Wealth Management held its Boeing (BA) position steady in Q2 2026 at 1,462 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #80.

Clay Northam Wealth Management first reported a position in BA in Q4 2021 and has held it in 18 quarters since. The position peaked at $374K in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Clay Northam Wealth Management held 1,462 shares of Boeing worth $316K as of Q2 2026.
Clay Northam Wealth Management left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.16% of Clay Northam Wealth Management's portfolio in Q2 2026, its #80 holding.
Clay Northam Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 18 quarters since.
Clay Northam Wealth Management's Boeing position peaked at $374K in Q4 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.