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Compass Wealth Management (Georgia)’s Boeing BA Stock Holding History

Compass Wealth Management (Georgia)’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 		$341K Hold
1,574
– – 0.14% 56
2026
Q1 		$313K Hold
1,574
– – 0.13% 56
2025
Q4 		$342K Hold
1,574
– – 0.14% 54
2025
Q3 		$340K Hold
1,574
– – 0.15% 52
2025
Q2 		$330K Buy
+1,574
New +$297K 0.18% 51

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

Compass Wealth Management (Georgia)'s BA Position: Q2 2026 in Review

Compass Wealth Management (Georgia) held its Boeing (BA) position steady in Q2 2026 at 1,574 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #56.

Compass Wealth Management (Georgia) first reported a position in BA in Q2 2025 and has held it in 5 quarters since. The position peaked at $342K in Q4 2025. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Compass Wealth Management (Georgia) held 1,574 shares of Boeing worth $341K as of Q2 2026.
  • Compass Wealth Management (Georgia) left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.14% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #56 holding.
  • Compass Wealth Management (Georgia) first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • Compass Wealth Management (Georgia)'s Boeing position peaked at $342K in Q4 2025.
  • 2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.