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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
2025
Q1 		– Sell
-200
Closed -$34.5K – 160
2024
Q4 		$34.5K Buy
+200
New +$31.4K ﹤0.01% 152

Other funds holding BA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 1,473 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.
  • 1,473 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.