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HHM Wealth Advisors’s Boeing BA Stock Holding History

HHM Wealth Advisors’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 		$27.3K Sell
126
-120
-49% -$26.7K ﹤0.01% 482
2026
Q1 		$49K Hold
246
– – 0.01% 375
2025
Q4 		$53.4K Sell
246
-86
-26% -$17.7K 0.01% 348
2025
Q3 		$71.7K Buy
332
+76
+30% +$17.1K 0.01% 321
2025
Q2 		$53.6K Hold
256
– – 0.01% 362
2025
Q1 		$43.7K Sell
256
-6
-2% -$1.04K 0.01% 383
2024
Q4 		$46.4K Sell
262
-714
-73% -$112K 0.01% 368
2024
Q3 		$148K Sell
976
-35
-3% -$6K 0.02% 211
2024
Q2 		$184K Sell
1,011
-22
-2% -$3.92K 0.03% 182
2024
Q1 		$199K Sell
1,033
-133
-11% -$27.3K 0.03% 147
2023
Q4 		$304K Sell
1,166
-123
-10% -$26.3K 0.05% 101
2023
Q3 		$247K Buy
1,289
+83
+7% +$18.2K 0.05% 109
2023
Q2 		$255K Buy
1,206
+240
+25% +$49.9K 0.05% 116
2023
Q1 		$205K Sell
966
-12
-1% -$2.49K 0.04% 128
2022
Q4 		$186K Sell
978
-28
-3% -$4.58K 0.04% 124
2022
Q3 		$122K Sell
1,006
-136
-12% -$20.9K 0.03% 154
2022
Q2 		$156K Buy
1,142
+51
+5% +$7.52K 0.04% 148
2022
Q1 		$209K Hold
1,091
– – 0.05% 143
2021
Q4 		$220K Sell
1,091
-26
-2% -$5.49K 0.05% 129
2021
Q3 		$246K Hold
1,117
– – 0.07% 111
2021
Q2 		$268K Hold
1,117
– – 0.07% 109
2021
Q1 		$285K Hold
1,117
– – 0.09% 92
2020
Q4 		$239K Buy
1,117
+250
+29% +$48.1K 0.08% 94
2020
Q3 		$143K Sell
867
-392
-31% -$66.8K 0.06% 113
2020
Q2 		$231K Buy
1,259
+11
+0.9% +$1.69K 0.1% 77
2020
Q1 		$186K Buy
+1,248
New +$342K 0.09% 78

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

HHM Wealth Advisors's BA Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Boeing (BA) stake by 49% in Q2 2026, selling an estimated $26.7K and leaving 126 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

HHM Wealth Advisors first reported a position in BA in Q1 2020 and has held it in 26 quarters since. The position peaked at $304K in Q4 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • HHM Wealth Advisors held 126 shares of Boeing worth $27.3K as of Q2 2026.
  • HHM Wealth Advisors sold 120 Boeing shares in Q2 2026, an estimated $26.7K.
  • Boeing made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #482 holding.
  • HHM Wealth Advisors first reported a position in Boeing in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Boeing position peaked at $304K in Q4 2023.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.