Edge Wealth Management’s Boeing BA Stock Holding History

Edge 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	$596K	Sell	2,755 -950	-26%	-$211K	0.1%	43
2026 Q1	$737K	Buy	3,705 +500	+16%	+$114K	0.13%	40
2025 Q4	$696K	Buy	3,205 +1,065	+50%	+$219K	0.12%	39
2025 Q3	$462K	Sell	2,140 -300	-12%	-$67.6K	0.08%	50
2025 Q2	$511K	Buy	2,440 +50	+2%	+$9.44K	0.1%	50
2025 Q1	$408K	Hold	2,390	–	–	0.08%	52
2024 Q4	$423K	Sell	2,390 -507	-18%	-$79.6K	0.09%	50
2024 Q3	$440K	Buy	2,897 +298	+11%	+$51.1K	0.09%	52
2024 Q2	$473K	Sell	2,599 -1,900	-42%	-$339K	0.1%	46
2024 Q1	$868K	Sell	4,499 -850	-16%	-$175K	0.18%	37
2023 Q4	$1.39M	Sell	5,349 -800	-13%	-$171K	0.3%	34
2023 Q3	$1.18M	Hold	6,149	–	–	0.28%	35
2023 Q2	$1.3M	Buy	6,149 +500	+9%	+$104K	0.28%	36
2023 Q1	$1.2M	Sell	5,649 -127	-2%	-$26.4K	0.28%	34
2022 Q4	$1.09M	Hold	5,776	–	–	0.25%	41
2022 Q3	$709K	Buy	5,776 +685	+13%	+$105K	0.16%	46
2022 Q2	$696K	Sell	5,091 -741	-13%	-$109K	0.15%	47
2022 Q1	$1.12M	Buy	5,832 +15	+0.3%	+$3.01K	0.22%	47
2021 Q4	$1.17M	Buy	5,817 +600	+12%	+$127K	0.21%	48
2021 Q3	$1.15M	Hold	5,217	–	–	0.22%	52
2021 Q2	$1.25M	Hold	5,217	–	–	0.26%	50
2021 Q1	$1.33M	Buy	5,217 +1,859	+55%	+$413K	0.28%	50
2020 Q4	$718K	Buy	3,358 +2,343	+231%	+$450K	0.16%	59
2020 Q3	$168K	Sell	1,015 -1,527	-60%	-$260K	0.04%	118
2020 Q2	$466K	Buy	2,542 +145	+6%	+$22.3K	0.09%	97
2020 Q1	$366K	Buy	+2,397	New	+$656K	0.08%	107
2019 Q4	–	Sell	-4,779	Closed	-$1.82M	–	599
2019 Q3	$1.82M	Buy	4,779 +169	+4%	+$60.4K	0.42%	47
2019 Q2	$1.68M	Buy	4,610 +5	+0.1%	+$1.82K	0.37%	50
2019 Q1	$1.75M	Buy	4,605 +928	+25%	+$357K	0.43%	47
2018 Q4	$1.19M	Buy	3,677 +1,650	+81%	+$570K	0.33%	47
2018 Q3	$754K	Sell	2,027 -40	-2%	-$14.1K	0.18%	74
2018 Q2	$693K	Buy	2,067 +95	+5%	+$32.7K	0.18%	79
2018 Q1	$647K	Sell	1,972 -478	-20%	-$161K	0.17%	76
2017 Q4	$724K	Sell	2,450 -5	-0.2%	-$1.35K	0.21%	69
2017 Q3	$623K	Sell	2,455 -346	-12%	-$80.7K	0.19%	65
2017 Q2	$564K	Sell	2,801 -225	-7%	-$41.9K	0.18%	75
2017 Q1	$536K	Sell	3,026 -70	-2%	-$11.9K	0.19%	72
2016 Q4	$481K	Sell	3,096 -300	-9%	-$43.8K	0.18%	78
2016 Q3	$447K	Hold	3,396	–	–	0.19%	75
2016 Q2	$440K	Sell	3,396 -9	-0.3%	-$1.17K	0.18%	72
2016 Q1	$432K	Sell	3,405 -4,248	-56%	-$527K	0.2%	73
2015 Q4	$1.11M	Sell	7,653 -345	-4%	-$49.7K	0.42%	43
2015 Q3	$1.04M	Sell	7,998 -250	-3%	-$34.7K	0.39%	48
2015 Q2	$1.15M	Sell	8,248 -1,350	-14%	-$197K	0.39%	43
2015 Q1	$1.45M	Sell	9,598 -650	-6%	-$94.6K	0.49%	41
2014 Q4	$1.34M	Hold	10,248	–	–	0.49%	36
2014 Q3	$1.31M	Buy	10,248 +680	+7%	+$85.7K	0.5%	34
2014 Q2	$1.22M	Sell	9,568 -207	-2%	-$27K	0.51%	33
2014 Q1	$1.27M	Sell	9,775 -3,276	-25%	-$427K	0.53%	32
2013 Q4	$1.78M	Buy	13,051 +6,718	+106%	+$873K	0.82%	30
2013 Q3	$744K	Sell	6,333 -2,000	-24%	-$215K	0.45%	39
2013 Q2	$858K	Buy	+8,333	New	+$792K	0.57%	33

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Edge Wealth Management reduced its Boeing (BA) stake by 26% in Q2 2026, selling an estimated $211K and leaving 2,755 shares worth $596K. The position accounts for 0.1% of the portfolio, ranked #43.

Edge Wealth Management first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.82M in Q3 2019. 452 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Edge Wealth Management held 2,755 shares of Boeing worth $596K as of Q2 2026.
Edge Wealth Management sold 950 Boeing shares in Q2 2026, an estimated $211K.
Boeing made up 0.1% of Edge Wealth Management's portfolio in Q2 2026, its #43 holding.
Edge Wealth Management first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
Edge Wealth Management's Boeing position peaked at $1.82M in Q3 2019.
452 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.