Jamison Private Wealth Management’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.17M Buy
23,901
+872
+4% +$194K 0.52% 53
2026
Q1
$4.58M Buy
23,029
+15,764
+217% +$3.59M 0.56% 54
2025
Q4
$1.58M Buy
7,265
+3,720
+105% +$765K 0.19% 98
2025
Q3
$765K Buy
3,545
+2,436
+220% +$549K 0.1% 130
2025
Q2
$232K Buy
+1,109
New +$209K 0.03% 184
2024
Q4
Sell
-140
Closed -$21.3K 221
2024
Q3
$21.3K Buy
140
+74
+112% +$12.7K ﹤0.01% 301
2024
Q2
$12K Sell
66
-36
-35% -$6.42K ﹤0.01% 317
2024
Q1
$19.7K Sell
102
-6,136
-98% -$1.26M ﹤0.01% 297
2023
Q4
$1.63M Buy
6,238
+922
+17% +$197K 0.3% 80
2023
Q3
$1.02M Buy
+5,316
New +$1.16M 0.21% 89

Other funds holding BA

Jamison Private Wealth Management's BA Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Boeing (BA) stake by 3.8% in Q2 2026, buying an estimated $194K and bringing the position to 23,901 shares worth $5.17M. The position accounts for 0.52% of the portfolio, ranked #53.

Jamison Private Wealth Management first reported a position in BA in Q3 2023 and has held it in 10 quarters since. 2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Jamison Private Wealth Management held 23,901 shares of Boeing worth $5.17M as of Q2 2026.
  • Jamison Private Wealth Management bought 872 Boeing shares in Q2 2026, an estimated $194K.
  • Boeing made up 0.52% of Jamison Private Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Jamison Private Wealth Management first reported a position in Boeing in Q3 2023 and has held it in 10 quarters since.
  • 2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.