Consilium Wealth Advisory’s Boeing BA Stock Holding History

Consilium Wealth Advisory’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	$727K	Sell	3,358 -28	-0.8%	-$6.23K	0.22%	65
2026 Q1	$674K	Buy	3,386 +304	+10%	+$69.2K	0.23%	64
2025 Q4	$669K	Buy	3,082 +149	+5%	+$30.6K	0.25%	60
2025 Q3	$633K	Sell	2,933 -300	-9%	-$67.6K	0.24%	63
2025 Q2	$677K	Sell	3,233 -177	-5%	-$33.4K	0.29%	59
2025 Q1	$582K	Buy	+3,410	New	+$590K	0.29%	54
2024 Q2	–	Sell	-7,635	Closed	-$1.47M	–	88
2024 Q1	$1.47M	Sell	7,635 -231	-3%	-$47.5K	0.83%	28
2023 Q4	$2.05M	Buy	7,866 +624	+9%	+$133K	1.23%	22
2023 Q3	$1.39M	Buy	7,242 +1,753	+32%	+$384K	0.97%	26
2023 Q2	$1.16M	Sell	5,489 -10	-0.2%	-$2.08K	0.8%	25
2023 Q1	$1.17M	Sell	5,499 -601	-10%	-$125K	1%	20
2022 Q4	$1.16M	Sell	6,100 -3,043	-33%	-$498K	0.99%	25
2022 Q3	$1.11M	Buy	9,143 +1,345	+17%	+$206K	1.23%	21
2022 Q2	$1.07M	Sell	7,798 -1,158	-13%	-$171K	1.15%	23
2022 Q1	$1.72M	Buy	8,956 +1,405	+19%	+$282K	1.23%	17
2021 Q4	$1.52M	Buy	+7,551	New	+$1.6M	0.99%	21

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

Consilium Wealth Advisory's BA Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Boeing (BA) stake by 0.83% in Q2 2026, selling an estimated $6.23K and leaving 3,358 shares worth $727K. The position accounts for 0.22% of the portfolio, ranked #65.

Consilium Wealth Advisory first reported a position in BA in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.05M in Q4 2023. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Consilium Wealth Advisory held 3,358 shares of Boeing worth $727K as of Q2 2026.
Consilium Wealth Advisory sold 28 Boeing shares in Q2 2026, an estimated $6.23K.
Boeing made up 0.22% of Consilium Wealth Advisory's portfolio in Q2 2026, its #65 holding.
Consilium Wealth Advisory first reported a position in Boeing in Q4 2021 and has held it in 16 quarters since.
Consilium Wealth Advisory's Boeing position peaked at $2.05M in Q4 2023.
2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.