EWM
BA icon

EPG Wealth Management’s Boeing BA Stock Holding History

EPG 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 		$1.32M Buy
6,096
+1
+0% +$222 0.32% 78
2026
Q1 		$1.21M Sell
6,095
-189
-3% -$43K 0.33% 78
2025
Q4 		$1.36M Buy
6,284
+112
+2% +$23K 0.37% 72
2025
Q3 		$1.33M Buy
6,172
+185
+3% +$41.7K 0.37% 75
2025
Q2 		$1.25M Sell
5,987
-2,943
-33% -$556K 0.38% 81
2025
Q1 		$1.52M Sell
8,930
-1,038
-10% -$180K 0.42% 64
2024
Q4 		$1.76M Sell
9,968
-252
-2% -$39.5K 0.47% 54
2024
Q3 		$1.55M Buy
+10,220
New +$1.75M 0.39% 68
2024
Q2 		– Sell
-13,430
Closed -$2.39M – 41
2024
Q1 		$2.59M Sell
13,430
-13
-0.1% -$2.67K 0.63% 30
2023
Q4 		$2.75M Buy
13,443
+658
+5% +$141K 0.72% 26
2023
Q3 		$2.45M Sell
12,785
-19
-0.1% -$4.16K 0.74% 27
2023
Q2 		$2.7M Sell
12,804
-549
-4% -$114K 0.8% 25
2023
Q1 		$2.84M Buy
13,353
+113
+0.9% +$23.5K 0.89% 21
2022
Q4 		$2.52M Sell
13,240
-256
-2% -$41.9K 0.96% 23
2022
Q3 		$1.63M Buy
13,496
+88
+0.7% +$13.5K 0.67% 28
2022
Q2 		$1.83M Sell
13,408
-651
-5% -$96K 0.78% 25
2022
Q1 		$2.69M Buy
14,059
+593
+4% +$119K 0.93% 22
2021
Q4 		$2.71M Buy
13,466
+451
+3% +$95.3K 0.95% 20
2021
Q3 		$2.86M Buy
13,015
+359
+3% +$80.1K 1.15% 17
2021
Q2 		$3.03M Buy
12,656
+662
+6% +$160K 1.29% 17
2021
Q1 		$3.06M Sell
11,994
-139
-1% -$30.9K 1.49% 11
2020
Q4 		$2.6M Sell
12,133
-208
-2% -$40K 1.56% 14
2020
Q3 		$2.04M Buy
12,341
+61
+0.5% +$10.4K 1.51% 15
2020
Q2 		$2.25M Buy
12,280
+2,665
+28% +$410K 1.6% 12
2020
Q1 		$1.43M Buy
9,615
+1,966
+26% +$538K 1.05% 18
2019
Q4 		$2.49M Buy
+7,649
New +$2.71M 1.83% 12

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 $3.37T AUM 44.26% 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

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

EPG Wealth Management increased its Boeing (BA) stake by 0.02% in Q2 2026, buying an estimated $222 and bringing the position to 6,096 shares worth $1.32M. The position accounts for 0.32% of the portfolio, ranked #78.

EPG Wealth Management first reported a position in BA in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.06M in Q1 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • EPG Wealth Management held 6,096 shares of Boeing worth $1.32M as of Q2 2026.
  • EPG Wealth Management bought 1 Boeing share in Q2 2026, an estimated $222.
  • Boeing made up 0.32% of EPG Wealth Management's portfolio in Q2 2026, its #78 holding.
  • EPG Wealth Management first reported a position in Boeing in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's Boeing position peaked at $3.06M in Q1 2021.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.