Concord Wealth Partners’s Boeing BA Stock Holding History

Concord Wealth Partners’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	$62.1K	Buy	+287	New	+$63.9K	0.01%	336
2026 Q1	–	Sell	-387	Closed	-$84K	–	253
2025 Q4	$84K	Buy	387 +2	+0.5%	+$411	0.01%	271
2025 Q3	$83.1K	Hold	385	–	–	0.01%	275
2025 Q2	$80.7K	Hold	385	–	–	0.01%	288
2025 Q1	$65.7K	Sell	385 -50	-11%	-$8.65K	0.01%	285
2024 Q4	$77K	Sell	435 -69	-14%	-$10.8K	0.01%	278
2024 Q3	$76.6K	Buy	504 +129	+34%	+$22.1K	0.01%	282
2024 Q2	$68.3K	Hold	375	–	–	0.01%	272
2024 Q1	$72.4K	Hold	375	–	–	0.01%	305
2023 Q4	$97.7K	Hold	375	–	–	0.02%	276
2023 Q3	$71.9K	Hold	375	–	–	0.02%	326
2023 Q2	$79.2K	Hold	375	–	–	0.02%	299
2023 Q1	$79.7K	Hold	375	–	–	0.02%	281
2022 Q4	$71.4K	Buy	+375	New	+$61.3K	0.02%	306
2022 Q3	–	Sell	-375	Closed	-$51K	–	238
2022 Q2	$51K	Sell	375 -11	-3%	-$1.62K	0.01%	372
2022 Q1	$74K	Buy	386 +82	+27%	+$16.5K	0.02%	357
2021 Q4	$61K	Buy	304 +98	+48%	+$20.7K	0.01%	418
2021 Q3	$45K	Sell	206 -213	-51%	-$47.5K	0.02%	235
2021 Q2	$100K	Buy	419 +1	+0.2%	+$242	0.03%	239
2021 Q1	$106K	Sell	418 -32	-7%	-$7.11K	0.04%	208
2020 Q4	$96K	Buy	+450	New	+$86.5K	0.07%	137

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

Concord Wealth Partners's BA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Boeing (BA) in Q2 2026: 287 shares worth $62.1K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BA as recently as Q4 2025.

Concord Wealth Partners first reported a position in BA in Q4 2020 and has held it in 21 quarters since. The position peaked at $106K in Q1 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Concord Wealth Partners held 287 shares of Boeing worth $62.1K as of Q2 2026.
Boeing was a new Concord Wealth Partners position in Q2 2026.
Boeing made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #336 holding.
Concord Wealth Partners first reported a position in Boeing in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Boeing position peaked at $106K in Q1 2021.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.