HWM
BA icon

HighMark Wealth Management’s Boeing BA Stock Holding History

HighMark 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 		$51.7K Buy
239
+20
+9% +$4.45K 0.02% 167
2026
Q1 		$43.6K Sell
219
-7
-3% -$1.59K 0.02% 170
2025
Q4 		$49.1K Hold
226
– – 0.02% 170
2025
Q3 		$48.8K Hold
226
– – 0.02% 159
2025
Q2 		$47.4K Buy
226
+27
+14% +$5.1K 0.02% 162
2025
Q1 		$33.9K Buy
199
+35
+21% +$6.06K 0.02% 163
2024
Q4 		$29K Buy
164
+90
+122% +$14.1K 0.02% 169
2024
Q3 		$11.3K Hold
74
– – 0.01% 275
2024
Q2 		$13.5K Hold
74
– – 0.01% 238
2024
Q1 		$16.8K Hold
74
– – 0.01% 211
2023
Q4 		$19.3K Hold
74
– – 0.01% 196
2023
Q3 		$14.2K Sell
74
-40
-35% -$8.75K 0.01% 218
2023
Q2 		$24.1K Sell
114
-100
-47% -$20.8K 0.02% 166
2023
Q1 		$45.5K Hold
214
– – 0.04% 144
2022
Q4 		$40.8K Sell
214
-75
-26% -$12.3K 0.03% 116
2022
Q3 		$35K Hold
289
– – 0.03% 117
2022
Q2 		$40K Hold
289
– – 0.03% 111
2022
Q1 		$55K Sell
289
-20
-6% -$4.01K 0.04% 99
2021
Q4 		$62K Sell
309
-196
-39% -$41.4K 0.04% 102
2021
Q3 		$111K Hold
505
– – 0.08% 73
2021
Q2 		$121K Sell
505
-90
-15% -$21.8K 0.09% 67
2021
Q1 		$152K Hold
595
– – 0.12% 57
2020
Q4 		$127K Buy
595
+196
+49% +$37.7K 0.11% 57
2020
Q3 		$66K Buy
399
+6
+2% +$1.02K 0.06% 91
2020
Q2 		$72K Buy
393
+160
+69% +$24.6K 0.08% 62
2020
Q1 		$34K Buy
+233
New +$63.8K 0.04% 84

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 $3.37T AUM 44.26% 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

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

HighMark Wealth Management increased its Boeing (BA) stake by 9.1% in Q2 2026, buying an estimated $4.45K and bringing the position to 239 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #167.

HighMark Wealth Management first reported a position in BA in Q1 2020 and has held it in 26 quarters since. The position peaked at $152K in Q1 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • HighMark Wealth Management held 239 shares of Boeing worth $51.7K as of Q2 2026.
  • HighMark Wealth Management bought 20 Boeing shares in Q2 2026, an estimated $4.45K.
  • Boeing made up 0.02% of HighMark Wealth Management's portfolio in Q2 2026, its #167 holding.
  • HighMark Wealth Management first reported a position in Boeing in Q1 2020 and has held it in 26 quarters since.
  • HighMark Wealth Management's Boeing position peaked at $152K in Q1 2021.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.