Invictus Private Wealth’s Boeing BA Stock Holding History

Invictus Private Wealth’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	$2.74M	Sell	12,668 -3,177	-20%	-$707K	0.15%	31
2026 Q1	$3.15M	Sell	15,845 -26,522	-63%	-$6.04M	0.19%	29
2025 Q4	$9.2M	Buy	42,367 +41,426	+4,402%	+$8.52M	0.56%	24
2025 Q3	$203K	Sell	941 -14	-1%	-$3.16K	0.01%	80
2025 Q2	$200K	Buy	+955	New	+$180K	0.01%	84
2024 Q2	–	Sell	-1,102	Closed	-$213K	–	86
2024 Q1	$213K	Sell	1,102 -82	-7%	-$16.9K	0.02%	89
2023 Q4	$309K	Sell	1,184 -29	-2%	-$6.2K	0.03%	78
2023 Q3	$233K	Buy	+1,213	New	+$265K	0.03%	85

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invictus Private Wealth's BA Position: Q2 2026 in Review

Invictus Private Wealth reduced its Boeing (BA) stake by 20% in Q2 2026, selling an estimated $707K and leaving 12,668 shares worth $2.74M. The position accounts for 0.15% of the portfolio, ranked #31.

Invictus Private Wealth first reported a position in BA in Q3 2023 and has held it in 8 quarters since. The position peaked at $9.2M in Q4 2025. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Invictus Private Wealth held 12,668 shares of Boeing worth $2.74M as of Q2 2026.
Invictus Private Wealth sold 3,177 Boeing shares in Q2 2026, an estimated $707K.
Boeing made up 0.15% of Invictus Private Wealth's portfolio in Q2 2026, its #31 holding.
Invictus Private Wealth first reported a position in Boeing in Q3 2023 and has held it in 8 quarters since.
Invictus Private Wealth's Boeing position peaked at $9.2M in Q4 2025.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.