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CMH Wealth Management’s Boeing BA Stock Holding History

CMH 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 		$15.5M Buy
71,558
+2,908
+4% +$647K 2.36% 12
2026
Q1 		$13.7M Buy
68,650
+3,825
+6% +$871K 2.35% 9
2025
Q4 		$14.1M Buy
64,825
+8,893
+16% +$1.83M 3.01% 9
2025
Q3 		$12.1M Buy
55,932
+442
+0.8% +$99.7K 2.57% 9
2025
Q2 		$11.6M Sell
55,490
-195
-0.4% -$36.8K 2.71% 8
2025
Q1 		$9.5M Sell
55,685
-482
-0.9% -$83.4K 2.38% 13
2024
Q4 		$9.94M Buy
56,167
+23,372
+71% +$3.67M 2.28% 13
2024
Q3 		$4.99M Sell
32,795
-18,733
-36% -$3.21M 1.17% 39
2024
Q2 		$9.38M Buy
51,528
+5,688
+12% +$1.01M 2.31% 14
2024
Q1 		$8.85M Sell
45,840
-20,280
-31% -$4.17M 2.25% 16
2023
Q4 		$17.2M Buy
66,120
+874
+1% +$187K 4.18% 5
2023
Q3 		$12.5M Buy
65,246
+3,465
+6% +$758K 3.5% 6
2023
Q2 		$13M Buy
61,781
+1,767
+3% +$367K 3.51% 6
2023
Q1 		$12.7M Buy
60,014
+1,885
+3% +$392K 3.68% 6
2022
Q4 		$11.1M Buy
58,129
+686
+1% +$112K 3.55% 6
2022
Q3 		$6.96M Buy
57,443
+26,993
+89% +$4.14M 2.55% 11
2022
Q2 		$4.16M Sell
30,450
-23,146
-43% -$3.41M 1.51% 24
2022
Q1 		$10.3M Buy
53,596
+14,404
+37% +$2.89M 3.16% 8
2021
Q4 		$7.89M Buy
39,192
+1,395
+4% +$295K 2.38% 12
2021
Q3 		$8.31M Buy
37,797
+5,057
+15% +$1.13M 2.73% 11
2021
Q2 		$7.84M Buy
32,740
+2,941
+10% +$711K 2.62% 13
2021
Q1 		$7.59M Sell
29,799
-839
-3% -$186K 2.86% 10
2020
Q4 		$6.56M Sell
30,638
-787
-3% -$151K 2.4% 14
2020
Q3 		$5.19M Buy
31,425
+1,872
+6% +$319K 2.22% 14
2020
Q2 		$5.42M Buy
29,553
+1,452
+5% +$223K 2.59% 10
2020
Q1 		$4.19M Buy
+28,101
New +$7.69M 2.45% 10

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

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

CMH Wealth Management increased its Boeing (BA) stake by 4.2% in Q2 2026, buying an estimated $647K and bringing the position to 71,558 shares worth $15.5M. The position accounts for 2.36% of the portfolio, ranked #12.

CMH Wealth Management first reported a position in BA in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.2M in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • CMH Wealth Management held 71,558 shares of Boeing worth $15.5M as of Q2 2026.
  • CMH Wealth Management bought 2,908 Boeing shares in Q2 2026, an estimated $647K.
  • Boeing made up 2.36% of CMH Wealth Management's portfolio in Q2 2026, its #12 holding.
  • CMH Wealth Management first reported a position in Boeing in Q1 2020 and has held it in 26 quarters since.
  • CMH Wealth Management's Boeing position peaked at $17.2M in Q4 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.