Emergent Wealth Advisors’s Boeing BA Stock Holding History

Emergent Wealth Advisors’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	$478K	Sell	2,644 -900	-25%	-$200K	0.25%	70
2026 Q1	$705K	Buy	3,544 +351	+11%	+$79.9K	0.42%	43
2025 Q4	$693K	Buy	3,193 +1,576	+97%	+$324K	0.39%	57
2025 Q3	$349K	Buy	+1,617	New	+$365K	0.2%	83
2024 Q2	–	Sell	-1,248	Closed	-$241K	–	110
2024 Q1	$241K	Sell	1,248 -12	-1%	-$2.47K	0.21%	89
2023 Q4	$328K	Buy	+1,260	New	+$269K	0.31%	67

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

Emergent Wealth Advisors's BA Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Boeing (BA) stake by 25% in Q2 2026, selling an estimated $200K and leaving 2,644 shares worth $478K. The position accounts for 0.25% of the portfolio, ranked #70.

Emergent Wealth Advisors first reported a position in BA in Q4 2023 and has held it in 6 quarters since. The position peaked at $705K in Q1 2026. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Emergent Wealth Advisors held 2,644 shares of Boeing worth $478K as of Q2 2026.
Emergent Wealth Advisors sold 900 Boeing shares in Q2 2026, an estimated $200K.
Boeing made up 0.25% of Emergent Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Emergent Wealth Advisors first reported a position in Boeing in Q4 2023 and has held it in 6 quarters since.
Emergent Wealth Advisors's Boeing position peaked at $705K in Q1 2026.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.