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HB Wealth Management’s Boeing BA Stock Holding History

HB 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 		$6.6M Buy
30,472
+2,874
+10% +$639K 0.04% 233
2026
Q1 		$5.49M Buy
27,598
+3,356
+14% +$764K 0.04% 246
2025
Q4 		$5.26M Buy
24,242
+1,915
+9% +$394K 0.03% 244
2025
Q3 		$4.82M Buy
22,327
+4,165
+23% +$939K 0.03% 258
2025
Q2 		$3.81M Buy
18,162
+571
+3% +$108K 0.03% 262
2025
Q1 		$3M Buy
17,591
+4,084
+30% +$707K 0.03% 300
2024
Q4 		$2.39M Buy
13,507
+3,799
+39% +$596K 0.02% 256
2024
Q3 		$1.48M Sell
9,708
-2,942
-23% -$504K 0.02% 320
2024
Q2 		$2.3M Buy
12,650
+2,479
+24% +$442K 0.03% 244
2024
Q1 		$1.96M Sell
10,171
-1,421
-12% -$292K 0.02% 251
2023
Q4 		$3.02M Sell
11,592
-764
-6% -$163K 0.04% 177
2023
Q3 		$2.37M Buy
12,356
+1,407
+13% +$308K 0.04% 186
2023
Q2 		$2.31M Buy
10,949
+1,512
+16% +$314K 0.04% 187
2023
Q1 		$2M Buy
9,437
+808
+9% +$168K 0.03% 193
2022
Q4 		$1.64M Buy
8,629
+1,607
+23% +$263K 0.03% 223
2022
Q3 		$850K Buy
7,022
+613
+10% +$94K 0.02% 277
2022
Q2 		$876K Buy
6,409
+907
+16% +$134K 0.02% 267
2022
Q1 		$1.05M Buy
5,502
+478
+10% +$95.9K 0.02% 263
2021
Q4 		$1.01M Buy
+5,024
New +$1.06M 0.02% 237

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

HB Wealth Management's BA Position: Q2 2026 in Review

HB Wealth Management increased its Boeing (BA) stake by 10% in Q2 2026, buying an estimated $639K and bringing the position to 30,472 shares worth $6.6M. The position accounts for 0.04% of the portfolio, ranked #233.

HB Wealth Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • HB Wealth Management held 30,472 shares of Boeing worth $6.6M as of Q2 2026.
  • HB Wealth Management bought 2,874 Boeing shares in Q2 2026, an estimated $639K.
  • Boeing made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #233 holding.
  • HB Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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