Diversify Wealth Management’s Boeing BA Stock Holding History

Diversify 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	$2.63M	Sell	12,419 -1,536	-11%	-$342K	0.04%	327
2026 Q1	$3.13M	Buy	13,955 +8,651	+163%	+$1.97M	0.06%	265
2025 Q4	$1.3M	Buy	5,304 +78	+1%	+$16K	0.06%	277
2025 Q3	$1.07M	Sell	5,226 -656	-11%	-$148K	0.06%	265
2025 Q2	$1.37M	Sell	5,882 -300	-5%	-$56.7K	0.08%	231
2025 Q1	$1.13M	Sell	6,182 -757	-11%	-$131K	0.08%	228
2024 Q4	$1.19M	Buy	6,939 +1,050	+18%	+$165K	0.09%	195
2024 Q3	$925K	Buy	5,889 +1,301	+28%	+$223K	0.09%	204
2024 Q2	$766K	Buy	+4,588	New	+$818K	0.1%	198

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its Boeing (BA) stake by 11% in Q2 2026, selling an estimated $342K and leaving 12,419 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #327.

Diversify Wealth Management first reported a position in BA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.13M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Diversify Wealth Management held 12,419 shares of Boeing worth $2.63M as of Q2 2026.
Diversify Wealth Management sold 1,536 Boeing shares in Q2 2026, an estimated $342K.
Boeing made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #327 holding.
Diversify Wealth Management first reported a position in Boeing in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Boeing position peaked at $3.13M in Q1 2026.
2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.