IWA
BA icon

Icon Wealth Advisors’s Boeing BA Stock Holding History

Icon 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 		$2.55M Sell
11,797
-3,246
-22% -$722K 0.15% 96
2026
Q1 		$3.37M Buy
15,043
+2,413
+19% +$549K 0.22% 74
2025
Q4 		$2.73M Buy
12,630
+3,389
+37% +$697K 0.18% 88
2025
Q3 		$1.99M Buy
9,241
+3,774
+69% +$851K 0.14% 112
2025
Q2 		$1.15M Buy
5,467
+1,078
+25% +$204K 0.08% 155
2025
Q1 		$749K Buy
4,389
+618
+16% +$107K 0.06% 172
2024
Q4 		$667K Buy
3,771
+364
+11% +$57.1K 0.05% 181
2024
Q3 		$518K Buy
3,407
+39
+1% +$6.69K 0.04% 207
2024
Q2 		$642K Sell
3,368
-74
-2% -$13.2K 0.06% 177
2024
Q1 		$664K Buy
3,442
+323
+10% +$66.4K 0.06% 176
2023
Q4 		$813K Buy
+3,119
New +$667K 0.08% 143
2022
Q4 		$604K Buy
3,173
+149
+5% +$24.4K 0.07% 177
2022
Q3 		$366K Buy
+3,024
New +$464K 0.04% 215

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

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

Icon Wealth Advisors reduced its Boeing (BA) stake by 22% in Q2 2026, selling an estimated $722K and leaving 11,797 shares worth $2.55M. The position accounts for 0.15% of the portfolio, ranked #96.

Icon Wealth Advisors first reported a position in BA in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.37M in Q1 2026. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Icon Wealth Advisors held 11,797 shares of Boeing worth $2.55M as of Q2 2026.
  • Icon Wealth Advisors sold 3,246 Boeing shares in Q2 2026, an estimated $722K.
  • Boeing made up 0.15% of Icon Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Icon Wealth Advisors first reported a position in Boeing in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Boeing position peaked at $3.37M in Q1 2026.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.