Jessup Wealth Management’s Boeing BA Stock Holding History

Jessup 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	$651K	Sell	3,007 -133	-4%	-$29.6K	0.19%	52
2026 Q1	$625K	Buy	3,140 +334	+12%	+$76.1K	0.23%	46
2025 Q4	$609K	Sell	2,806 -116	-4%	-$23.9K	0.2%	50
2025 Q3	$631K	Sell	2,922 -315	-10%	-$71K	0.23%	42
2025 Q2	$678K	Sell	3,237 -194	-6%	-$36.6K	0.27%	45
2025 Q1	$585K	Buy	3,431 +1,684	+96%	+$291K	0.25%	45
2024 Q4	$309K	Buy	+1,747	New	+$274K	0.13%	55
2023 Q4	–	Sell	-35,314	Closed	-$6.77M	–	56
2023 Q3	$6.77M	Buy	+35,314	New	+$7.73M	3.9%	6

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

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

Jessup Wealth Management reduced its Boeing (BA) stake by 4.2% in Q2 2026, selling an estimated $29.6K and leaving 3,007 shares worth $651K. The position accounts for 0.19% of the portfolio, ranked #52.

Jessup Wealth Management first reported a position in BA in Q3 2023 and has held it in 8 quarters since. The position peaked at $6.77M in Q3 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Jessup Wealth Management held 3,007 shares of Boeing worth $651K as of Q2 2026.
Jessup Wealth Management sold 133 Boeing shares in Q2 2026, an estimated $29.6K.
Boeing made up 0.19% of Jessup Wealth Management's portfolio in Q2 2026, its #52 holding.
Jessup Wealth Management first reported a position in Boeing in Q3 2023 and has held it in 8 quarters since.
Jessup Wealth Management's Boeing position peaked at $6.77M in Q3 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.