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Fulcrum Wealth Advisors’s Boeing BA Stock Holding History

Fulcrum 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 		$859K Buy
3,968
+25
+0.6% +$5.56K 0.66% 33
2026
Q1 		$785K Sell
3,943
-25
-0.6% -$5.69K 0.65% 28
2025
Q4 		$862K Buy
+3,968
New +$816K 0.71% 27

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

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

Fulcrum Wealth Advisors increased its Boeing (BA) stake by 0.63% in Q2 2026, buying an estimated $5.56K and bringing the position to 3,968 shares worth $859K. The position accounts for 0.66% of the portfolio, ranked #33.

Fulcrum Wealth Advisors first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $862K in Q4 2025. 2,608 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Fulcrum Wealth Advisors held 3,968 shares of Boeing worth $859K as of Q2 2026.
  • Fulcrum Wealth Advisors bought 25 Boeing shares in Q2 2026, an estimated $5.56K.
  • Boeing made up 0.66% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Fulcrum Wealth Advisors first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Wealth Advisors's Boeing position peaked at $862K in Q4 2025.
  • 2,608 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.