IWM
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Integris Wealth Management’s Boeing BA Stock Holding History

Integris 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 		$460K Sell
2,125
-50
-2% -$11.1K 0.09% 75
2026
Q1 		$433K Hold
2,175
– – 0.1% 68
2025
Q4 		$472K Buy
2,175
+50
+2% +$10.3K 0.11% 69
2025
Q3 		$459K Hold
2,125
– – 0.11% 71
2025
Q2 		$445K Hold
2,125
– – 0.12% 67
2025
Q1 		$362K Hold
2,125
– – 0.1% 71
2024
Q4 		$376K Hold
2,125
– – 0.11% 67
2024
Q3 		$323K Hold
2,125
– – 0.09% 74
2024
Q2 		$387K Hold
2,125
– – 0.11% 59
2024
Q1 		$410K Sell
2,125
-83
-4% -$17.1K 0.11% 61
2023
Q4 		$576K Buy
2,208
+4
+0.2% +$855 0.17% 44
2023
Q3 		$422K Buy
2,204
+33
+2% +$7.22K 0.14% 50
2023
Q2 		$458K Buy
2,171
+1
+0% +$208 0.16% 45
2023
Q1 		$461K Buy
2,170
+11
+0.5% +$2.29K 0.17% 45
2022
Q4 		$411K Buy
+2,159
New +$353K 0.16% 48

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Integris Wealth Management reduced its Boeing (BA) stake by 2.3% in Q2 2026, selling an estimated $11.1K and leaving 2,125 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #75.

Integris Wealth Management first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $576K in Q4 2023. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Integris Wealth Management held 2,125 shares of Boeing worth $460K as of Q2 2026.
  • Integris Wealth Management sold 50 Boeing shares in Q2 2026, an estimated $11.1K.
  • Boeing made up 0.09% of Integris Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Integris Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • Integris Wealth Management's Boeing position peaked at $576K in Q4 2023.
  • 657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.