Focused Wealth Management’s Boeing BA Stock Holding History

Focused 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	-3,600	Closed	-$717K	–	272
2026 Q1	$717K	Buy	+3,600	New	+$820K	0.07%	90
2023 Q4	–	Sell	-8,800	Closed	-$1.72K	–	1031
2023 Q3	$1.72K	Buy	+8,800	New	+$1.93M	﹤0.01%	793
2021 Q3	–	Sell	-10,000	Closed	-$37K	–	993
2021 Q2	$37K	Buy	+10,000	New	+$2.42M	0.01%	419
2020 Q4	–	Sell	-2,400	Closed	-$8K	–	815
2020 Q3	$8K	Buy	+2,400	New	+$409K	﹤0.01%	532
2014 Q4	–	Sell	-9,000	Closed	-$7K	–	661
2014 Q3	$7K	Buy	+9,000	New	+$1.13M	0.01%	468

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

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

Focused Wealth Management increased its Boeing (BA) stake by 9.8% in Q2 2026, buying an estimated $83.7K and bringing the position to 4,202 shares worth $910K. The position accounts for 0.08% of the portfolio, ranked #96.

Focused Wealth Management first reported a position in BA in Q3 2013 and has held it in 41 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Focused Wealth Management held 4,202 shares of Boeing worth $910K as of Q2 2026.
Focused Wealth Management bought 376 Boeing shares in Q2 2026, an estimated $83.7K.
Boeing made up 0.08% of Focused Wealth Management's portfolio in Q2 2026, its #96 holding.
Focused Wealth Management first reported a position in Boeing in Q3 2013 and has held it in 41 quarters since.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.