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Global Wealth Management Investment Advisory’s Boeing BA Stock Holding History

Global Wealth Management Investment Advisory’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 		$369K Sell
1,705
-27
-2% -$6.01K 0.05% 128
2026
Q1 		$345K Buy
1,732
+7
+0.4% +$1.59K 0.05% 124
2025
Q4 		$375K Buy
1,725
+15
+0.9% +$3.08K 0.06% 124
2025
Q3 		$369K Buy
1,710
+28
+2% +$6.31K 0.06% 125
2025
Q2 		$352K Buy
+1,682
New +$318K 0.07% 124
2024
Q1 		– Sell
-642
Closed -$167K – 167
2023
Q4 		$167K Hold
642
– – 0.04% 135
2023
Q3 		$123K Sell
642
-21
-3% -$4.59K 0.03% 145
2023
Q2 		$140K Buy
+663
New +$138K 0.04% 146
2022
Q3 		– Sell
-557
Closed -$76K – 167
2022
Q2 		$76K Sell
557
-541
-49% -$79.8K 0.03% 160
2022
Q1 		$210K Sell
1,098
-297
-21% -$59.6K 0.06% 138
2021
Q4 		$281K Sell
1,395
-22
-2% -$4.65K 0.08% 130
2021
Q3 		$312K Buy
1,417
+83
+6% +$18.5K 0.1% 114
2021
Q2 		$320K Buy
1,334
+50
+4% +$12.1K 0.11% 106
2021
Q1 		$327K Buy
1,284
+511
+66% +$114K 0.12% 104
2020
Q4 		$165K Buy
773
+208
+37% +$40K 0.06% 114
2020
Q3 		$93K Sell
565
-1,100
-66% -$187K 0.04% 137
2020
Q2 		$305K Buy
1,665
+317
+24% +$48.7K 0.13% 99
2020
Q1 		$201K Buy
1,348
+132
+11% +$36.1K 0.1% 104
2019
Q4 		$396K Sell
1,216
-12
-1% -$4.25K 0.17% 87
2019
Q3 		$467K Sell
1,228
-23
-2% -$8.22K 0.21% 79
2019
Q2 		$455K Sell
1,251
-71
-5% -$25.9K 0.22% 81
2019
Q1 		$504K Buy
1,322
+48
+4% +$18.5K 0.26% 77
2018
Q4 		$411K Buy
+1,274
New +$440K 0.24% 91

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

Global Wealth Management Investment Advisory's BA Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Boeing (BA) stake by 1.6% in Q2 2026, selling an estimated $6.01K and leaving 1,705 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #128.

Global Wealth Management Investment Advisory first reported a position in BA in Q4 2018 and has held it in 23 quarters since. The position peaked at $504K in Q1 2019. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Global Wealth Management Investment Advisory held 1,705 shares of Boeing worth $369K as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 27 Boeing shares in Q2 2026, an estimated $6.01K.
  • Boeing made up 0.05% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #128 holding.
  • Global Wealth Management Investment Advisory first reported a position in Boeing in Q4 2018 and has held it in 23 quarters since.
  • Global Wealth Management Investment Advisory's Boeing position peaked at $504K in Q1 2019.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.