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Independent Wealth Network’s Boeing BA Stock Holding History

Independent Wealth Network’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
Q3 		$996K Buy
5,352
+200
+4% +$42.9K 0.25% 111
2026
Q2 		$1.12M Sell
5,152
-303
-6% -$67.4K 0.28% 99
2026
Q1 		$1.09M Buy
5,455
+222
+4% +$50.6K 0.32% 90
2025
Q4 		$1.14M Buy
5,233
+155
+3% +$31.9K 0.35% 71
2025
Q3 		$1.1M Sell
5,078
-46
-0.9% -$10.4K 0.35% 71
2025
Q2 		$1.07M Buy
5,124
+263
+5% +$49.7K 0.39% 65
2025
Q1 		$829K Buy
4,861
+160
+3% +$27.7K 0.33% 82
2024
Q4 		$832K Buy
4,701
+1,226
+35% +$192K 0.34% 81
2024
Q3 		$528K Buy
3,475
+93
+3% +$15.9K 0.23% 114
2024
Q2 		$616K Buy
3,382
+368
+12% +$65.6K 0.29% 88
2024
Q1 		$582K Buy
3,014
+1,388
+85% +$285K 0.27% 95
2023
Q4 		$424K Buy
1,626
+322
+25% +$68.9K 0.22% 118
2023
Q3 		$250K Sell
1,304
-273
-17% -$59.7K 0.15% 158
2023
Q2 		$333K Sell
1,577
-4
-0.3% -$831 0.2% 133
2023
Q1 		$336K Sell
1,581
-37
-2% -$7.69K 0.21% 116
2022
Q4 		$308K Buy
+1,618
New +$265K 0.21% 124
2022
Q2 		– Sell
-1,189
Closed -$228K – 191
2022
Q1 		$228K Buy
1,189
+77
+7% +$15.5K 0.14% 169
2021
Q4 		$224K Hold
1,112
– – 0.14% 177
2021
Q3 		$237K Buy
+1,112
New +$248K 0.15% 170

Other funds holding BA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Independent Wealth Network's BA Position: Q3 2026 in Review

Independent Wealth Network increased its Boeing (BA) stake by 3.9% in Q3 2026, buying an estimated $42.9K and bringing the position to 5,352 shares worth $996K. The position accounts for 0.25% of the portfolio, ranked #111.

Independent Wealth Network first reported a position in BA in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q4 2025. 1,573 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Independent Wealth Network held 5,352 shares of Boeing worth $996K as of Q3 2026.
  • Independent Wealth Network bought 200 Boeing shares in Q3 2026, an estimated $42.9K.
  • Boeing made up 0.25% of Independent Wealth Network's portfolio in Q3 2026, its #111 holding.
  • Independent Wealth Network first reported a position in Boeing in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Boeing position peaked at $1.14M in Q4 2025.
  • 1,573 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.