Jacksonville Wealth Management’s Boeing BA Stock Holding History

Jacksonville 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 Q3	$305K	Sell	1,642 -9	-0.5%	-$1.93K	0.16%	58
2026 Q2	$357K	Hold	1,651	–	–	0.2%	54
2026 Q1	$329K	Buy	1,651 +18	+1%	+$4.1K	0.22%	52
2025 Q4	$355K	Sell	1,633 -179	-10%	-$36.8K	0.25%	54
2025 Q3	$391K	Sell	1,812 -81	-4%	-$18.3K	0.29%	49
2025 Q2	$397K	Buy	1,893 +74	+4%	+$14K	0.32%	48
2025 Q1	$310K	Sell	1,819 -142	-7%	-$24.6K	0.31%	48
2024 Q4	$347K	Buy	+1,961	New	+$308K	0.32%	48

Other funds holding BA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Jacksonville Wealth Management's BA Position: Q3 2026 in Review

Jacksonville Wealth Management reduced its Boeing (BA) stake by 0.55% in Q3 2026, selling an estimated $1.93K and leaving 1,642 shares worth $305K. The position accounts for 0.16% of the portfolio, ranked #58.

Jacksonville Wealth Management first reported a position in BA in Q4 2024 and has held it in 8 quarters since. The position peaked at $397K in Q2 2025. 1,916 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Jacksonville Wealth Management held 1,642 shares of Boeing worth $305K as of Q3 2026.
Jacksonville Wealth Management sold 9 Boeing shares in Q3 2026, an estimated $1.93K.
Boeing made up 0.16% of Jacksonville Wealth Management's portfolio in Q3 2026, its #58 holding.
Jacksonville Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 8 quarters since.
Jacksonville Wealth Management's Boeing position peaked at $397K in Q2 2025.
1,916 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.