Grant Private Wealth Management’s Boeing BA Stock Holding History

Grant Private 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	$858K	Sell	3,966 -263	-6%	-$58.5K	0.36%	55
2026 Q1	$842K	Sell	4,229 -317	-7%	-$72.2K	0.45%	49
2025 Q4	$987K	Sell	4,546 -33	-0.7%	-$6.79K	0.6%	38
2025 Q3	$988K	Buy	+4,579	New	+$1.03M	0.61%	35
2025 Q2	–	Sell	-4,946	Closed	-$844K	–	80
2025 Q1	$844K	Sell	4,946 -153	-3%	-$26.5K	0.91%	29
2024 Q4	$903K	Buy	+5,099	New	+$800K	0.97%	25

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Grant Private Wealth Management's BA Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Boeing (BA) stake by 6.2% in Q2 2026, selling an estimated $58.5K and leaving 3,966 shares worth $858K. The position accounts for 0.36% of the portfolio, ranked #55.

Grant Private Wealth Management first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $988K in Q3 2025. 452 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Grant Private Wealth Management held 3,966 shares of Boeing worth $858K as of Q2 2026.
Grant Private Wealth Management sold 263 Boeing shares in Q2 2026, an estimated $58.5K.
Boeing made up 0.36% of Grant Private Wealth Management's portfolio in Q2 2026, its #55 holding.
Grant Private Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Boeing position peaked at $988K in Q3 2025.
452 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.