Core Wealth Partners’s Boeing BA Stock Holding History

Core 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	$3.1M	Sell	14,341 -75	-0.5%	-$16.7K	1.32%	18
2026 Q1	$2.87M	Buy	14,416 +90	+0.6%	+$20.5K	1.33%	19
2025 Q4	$3.11M	Hold	14,326	–	–	1.4%	16
2025 Q3	$3.09M	Buy	14,326 +67	+0.5%	+$15.1K	1.42%	15
2025 Q2	$2.99M	Sell	14,259 -1	-0%	-$189	1.52%	12
2025 Q1	$2.43M	Buy	14,260 +80	+0.6%	+$13.8K	1.41%	17
2024 Q4	$2.51M	Sell	14,180 -309	-2%	-$48.5K	1.44%	13
2024 Q3	$2.2M	Sell	14,489 -220	-1%	-$37.7K	1.34%	16
2024 Q2	$2.68M	Buy	14,709 +858	+6%	+$153K	1.83%	12
2024 Q1	$2.67M	Buy	13,851 +10	+0.1%	+$2.06K	2.02%	12
2023 Q4	$3.61M	Buy	13,841 +4	+0%	+$855	2.96%	7
2023 Q3	$2.65M	Buy	13,837 +5,210	+60%	+$1.14M	2.41%	12
2023 Q2	$1.82M	Hold	8,627	–	–	1.68%	15
2023 Q1	$1.83M	Sell	8,627 -2,167	-20%	-$450K	1.84%	14
2022 Q4	$614K	Buy	+10,794	New	+$1.77M	0.69%	40

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

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

Core Wealth Partners reduced its Boeing (BA) stake by 0.52% in Q2 2026, selling an estimated $16.7K and leaving 14,341 shares worth $3.1M. The position accounts for 1.32% of the portfolio, ranked #18.

Core Wealth Partners first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.61M in Q4 2023. 2,626 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Core Wealth Partners held 14,341 shares of Boeing worth $3.1M as of Q2 2026.
Core Wealth Partners sold 75 Boeing shares in Q2 2026, an estimated $16.7K.
Boeing made up 1.32% of Core Wealth Partners's portfolio in Q2 2026, its #18 holding.
Core Wealth Partners first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Boeing position peaked at $3.61M in Q4 2023.
2,626 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.