Heritage Wealth Management (Ohio)’s Boeing BA Stock Holding History

Heritage Wealth Management (Ohio)’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	$496K	Hold	2,292	–	–	0.12%	164
2026 Q1	$456K	Sell	2,292 -10	-0.4%	-$2.28K	0.23%	103
2025 Q4	$500K	Hold	2,302	–	–	0.14%	155
2025 Q3	$497K	Buy	2,302 +10	+0.4%	+$2.25K	0.15%	144
2025 Q2	$480K	Sell	2,292 -100	-4%	-$18.9K	0.16%	145
2025 Q1	$408K	Sell	2,392 -3,200	-57%	-$554K	0.14%	158
2024 Q4	$990K	Buy	5,592 +3,133	+127%	+$492K	0.33%	78
2024 Q3	$374K	Sell	2,459 -153	-6%	-$26.2K	0.12%	162
2024 Q2	$483K	Buy	+2,612	New	+$466K	0.16%	134

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s BA Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Boeing (BA) position steady in Q2 2026 at 2,292 shares worth $496K. The position accounts for 0.12% of the portfolio, ranked #164.

Heritage Wealth Management (Ohio) first reported a position in BA in Q2 2024 and has held it in 9 quarters since. The position peaked at $990K in Q4 2024. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,292 shares of Boeing worth $496K as of Q2 2026.
Heritage Wealth Management (Ohio) left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.12% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #164 holding.
Heritage Wealth Management (Ohio) first reported a position in Boeing in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Boeing position peaked at $990K in Q4 2024.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.