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IAG Wealth Partners’s Boeing BA Stock Holding History

IAG Wealth Partners’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 		$750K Sell
3,464
-17
-0.5% -$3.78K 0.07% 84
2026
Q1 		$693K Buy
3,481
+3,453
+12,332% +$786K 0.08% 80
2025
Q4 		$6.08K Hold
28
– – ﹤0.01% 399
2025
Q3 		$6.04K Hold
28
– – ﹤0.01% 417
2025
Q2 		$5.87K Hold
28
– – ﹤0.01% 387
2025
Q1 		$4.78K Hold
28
– – ﹤0.01% 407
2024
Q4 		$4.96K Hold
28
– – ﹤0.01% 426
2024
Q3 		$4.26K Sell
28
-50
-64% -$8.57K ﹤0.01% 416
2024
Q2 		$14.2K Sell
78
-14
-15% -$2.5K ﹤0.01% 297
2024
Q1 		$17.8K Buy
92
+78
+557% +$16K ﹤0.01% 250
2023
Q4 		$3.65K Sell
14
-72
-84% -$15.4K ﹤0.01% 373
2023
Q3 		$16.5K Buy
86
+72
+514% +$15.8K ﹤0.01% 241
2023
Q2 		$2.96K Buy
+14
New +$2.91K ﹤0.01% 397
2022
Q4 		– Sell
-46
Closed -$6K – 442
2022
Q3 		$6K Hold
46
– – ﹤0.01% 320
2022
Q2 		$6K Hold
46
– – ﹤0.01% 317
2022
Q1 		$9K Sell
46
-4
-8% -$803 ﹤0.01% 305
2021
Q4 		$10K Hold
50
– – ﹤0.01% 296
2021
Q3 		$11K Hold
50
– – ﹤0.01% 258
2021
Q2 		$12K Sell
50
-25
-33% -$6.04K ﹤0.01% 237
2021
Q1 		$20K Hold
75
– – 0.01% 182
2020
Q4 		$17K Sell
75
-200
-73% -$38.4K 0.01% 178
2020
Q3 		$46K Buy
275
+200
+267% +$34.1K 0.02% 107
2020
Q2 		$14K Buy
75
+5
+7% +$769 0.01% 185
2020
Q1 		$11K Buy
70
+20
+40% +$5.47K 0.01% 191
2019
Q4 		$17K Buy
+50
New +$17.7K 0.01% 189

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

IAG Wealth Partners's BA Position: Q2 2026 in Review

IAG Wealth Partners reduced its Boeing (BA) stake by 0.49% in Q2 2026, selling an estimated $3.78K and leaving 3,464 shares worth $750K. The position accounts for 0.07% of the portfolio, ranked #84.

IAG Wealth Partners first reported a position in BA in Q4 2019 and has held it in 25 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • IAG Wealth Partners held 3,464 shares of Boeing worth $750K as of Q2 2026.
  • IAG Wealth Partners sold 17 Boeing shares in Q2 2026, an estimated $3.78K.
  • Boeing made up 0.07% of IAG Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • IAG Wealth Partners first reported a position in Boeing in Q4 2019 and has held it in 25 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.