IWM
BA icon

IMG Wealth Management’s Boeing BA Stock Holding History

IMG 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 		$33.6K Buy
155
+38
+32% +$8.45K 0.02% 213
2026
Q1 		$23.3K Sell
117
-110
-48% -$25K 0.01% 227
2025
Q4 		$49.3K Buy
227
+48
+27% +$9.87K 0.03% 169
2025
Q3 		$38.6K Hold
179
– – 0.03% 162
2025
Q2 		$37.5K Buy
179
+110
+159% +$20.8K 0.03% 164
2025
Q1 		$11.8K Hold
69
– – 0.01% 212
2024
Q4 		$12.2K Buy
+69
New +$10.8K 0.01% 191

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

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

IMG Wealth Management increased its Boeing (BA) stake by 32% in Q2 2026, buying an estimated $8.45K and bringing the position to 155 shares worth $33.6K. The position accounts for 0.02% of the portfolio, ranked #213.

IMG Wealth Management first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.3K in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • IMG Wealth Management held 155 shares of Boeing worth $33.6K as of Q2 2026.
  • IMG Wealth Management bought 38 Boeing shares in Q2 2026, an estimated $8.45K.
  • Boeing made up 0.02% of IMG Wealth Management's portfolio in Q2 2026, its #213 holding.
  • IMG Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Boeing position peaked at $49.3K in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.