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Intentional Wealth Strategies’s Boeing BA Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-14
Closed -$2.79K – 144
2026
Q1 		$2.79K Buy
+14
New +$3.19K ﹤0.01% 600

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

Intentional Wealth Strategies's BA Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Boeing (BA) in Q2 2026, closing a stake of 14 shares — an estimated $2.79K sold.

Intentional Wealth Strategies first reported a position in BA in Q1 2026 and held it in 1 quarter. The position peaked at $2.79K in Q1 2026. 2,611 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 14 Boeing shares in Q2 2026, an estimated $2.79K.
  • Intentional Wealth Strategies first reported a position in Boeing in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Boeing position peaked at $2.79K in Q1 2026.
  • 2,611 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.