GWANC
BA icon

Guardian Wealth Advisors (North Carolina)’s Boeing BA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.02M Sell
4,726
-392
-8% -$87.2K 0.06% 160
2026
Q1 		$1.02M Buy
5,118
+184
+4% +$41.9K 0.06% 156
2025
Q4 		$1.07M Buy
4,934
+102
+2% +$21K 0.07% 149
2025
Q3 		$1.04M Buy
4,832
+144
+3% +$32.5K 0.07% 145
2025
Q2 		$982K Buy
4,688
+204
+5% +$38.5K 0.07% 146
2025
Q1 		$765K Buy
4,484
+41
+0.9% +$7.1K 0.06% 149
2024
Q4 		$786K Buy
4,443
+116
+3% +$18.2K 0.06% 151
2024
Q3 		$658K Buy
4,327
+182
+4% +$31.2K 0.07% 135
2024
Q2 		$754K Buy
4,145
+1,758
+74% +$313K 0.09% 120
2024
Q1 		$461K Buy
2,387
+964
+68% +$198K 0.06% 166
2023
Q4 		$371K Sell
1,423
-113
-7% -$24.2K 0.06% 171
2023
Q3 		$294K Buy
1,536
+326
+27% +$71.3K 0.05% 187
2023
Q2 		$255K Buy
1,210
+123
+11% +$25.6K 0.04% 189
2023
Q1 		$231K Sell
1,087
-476
-30% -$98.9K 0.04% 198
2022
Q4 		$298K Sell
1,563
-209
-12% -$34.2K 0.06% 154
2022
Q3 		$215K Buy
+1,772
New +$272K 0.04% 173

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s BA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Boeing (BA) stake by 7.7% in Q2 2026, selling an estimated $87.2K and leaving 4,726 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #160.

Guardian Wealth Advisors (North Carolina) first reported a position in BA in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,726 shares of Boeing worth $1.02M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 392 Boeing shares in Q2 2026, an estimated $87.2K.
  • Boeing made up 0.06% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #160 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Boeing in Q3 2022 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Boeing position peaked at $1.07M in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.