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Copia Wealth Management’s Boeing BA Stock Holding History

Copia 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 		$1.08K Buy
+5
New +$1.11K ﹤0.01% 512
2025
Q1 		– Sell
-2
Closed -$354 – 453
2024
Q4 		$354 Buy
+2
New +$314 ﹤0.01% 404

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 $3.38T AUM 44.17% 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

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

Copia Wealth Management opened a new position in Boeing (BA) in Q2 2026: 5 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Copia Wealth Management previously reported a position in BA as recently as Q4 2024.

Copia Wealth Management first reported a position in BA in Q4 2024 and has held it in 2 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Copia Wealth Management held 5 shares of Boeing worth $1.08K as of Q2 2026.
  • Boeing was a new Copia Wealth Management position in Q2 2026.
  • Boeing made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Copia Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 2 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.