FMB Wealth Management’s Boeing BA Stock Holding History

FMB 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	–	Sell	-1,930	Closed	-$384K	–	75
2026 Q1	$384K	Sell	1,930 -126	-6%	-$28.7K	0.16%	53
2025 Q4	$446K	Hold	2,056	–	–	0.18%	55
2025 Q3	$444K	Hold	2,056	–	–	0.19%	51
2025 Q2	$431K	Buy	2,056 +1	+0%	+$189	0.21%	51
2025 Q1	$350K	Hold	2,055	–	–	0.19%	52
2024 Q4	$364K	Hold	2,055	–	–	0.2%	51
2024 Q3	$312K	Buy	2,055 +9	+0.4%	+$1.54K	0.18%	52
2024 Q2	$372K	Hold	2,046	–	–	0.28%	47
2024 Q1	$395K	Buy	2,046 +50	+3%	+$10.3K	0.32%	45
2023 Q4	$520K	Sell	1,996 -1	-0.1%	-$214	0.48%	38
2023 Q3	$383K	Hold	1,997	–	–	0.41%	38
2023 Q2	$422K	Buy	1,997 +249	+14%	+$51.7K	0.45%	37
2023 Q1	$371K	Buy	1,748 +1	+0.1%	+$208	0.44%	35
2022 Q4	$333K	Buy	+1,747	New	+$286K	0.43%	32

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

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

FMB Wealth Management sold out of Boeing (BA) in Q2 2026, closing a stake of 1,930 shares — an estimated $384K sold.

FMB Wealth Management first reported a position in BA in Q4 2022 and held it in 14 quarters. The position peaked at $520K in Q4 2023. 2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.

FMB Wealth Management reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
FMB Wealth Management sold 1,930 Boeing shares in Q2 2026, an estimated $384K.
FMB Wealth Management first reported a position in Boeing in Q4 2022 and held it in 14 quarters.
FMB Wealth Management's Boeing position peaked at $520K in Q4 2023.
2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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