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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
2020
Q3 		– Sell
-1,000
Closed -$7K – 775
2020
Q2 		$7K Hold
1,000
– – ﹤0.01% 533
2020
Q1 		$32K Buy
+1,000
New +$274K 0.01% 325

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

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.