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Inspirion Wealth Advisors’s Boeing BA Stock Holding History

Inspirion 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 		$365K Sell
1,672
-375
-18% -$83.4K 0.04% 130
2026
Q1 		$407K Hold
2,047
– – 0.05% 114
2025
Q4 		$444K Buy
+2,047
New +$421K 0.05% 110
2025
Q3 		– Sell
-1,672
Closed -$350K – 155
2025
Q2 		$350K Buy
1,672
+432
+35% +$81.6K 0.05% 117
2025
Q1 		$211K Buy
1,240
+230
+23% +$39.8K 0.03% 144
2024
Q4 		$174K Buy
+1,010
New +$159K 0.02% 145

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

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

Inspirion Wealth Advisors reduced its Boeing (BA) stake by 18% in Q2 2026, selling an estimated $83.4K and leaving 1,672 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #130.

Inspirion Wealth Advisors first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $444K in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Inspirion Wealth Advisors held 1,672 shares of Boeing worth $365K as of Q2 2026.
  • Inspirion Wealth Advisors sold 375 Boeing shares in Q2 2026, an estimated $83.4K.
  • Boeing made up 0.04% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Inspirion Wealth Advisors first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
  • Inspirion Wealth Advisors's Boeing position peaked at $444K in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.