JGP Wealth Management
BA icon

JGP Wealth Management’s Boeing BA Stock Holding History

JGP 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 		$353K Buy
1,898
+55
+3% +$11.8K 0.03% 183
2026
Q2 		$399K Buy
1,843
+10
+0.5% +$2.22K 0.04% 165
2026
Q1 		$365K Buy
1,833
+7
+0.4% +$1.59K 0.04% 162
2025
Q4 		$397K Sell
1,826
-50
-3% -$10.3K 0.04% 167
2025
Q3 		$408K Buy
1,876
+2
+0.1% +$451 0.05% 151
2025
Q2 		$393K Buy
1,874
+205
+12% +$38.7K 0.05% 148
2025
Q1 		$285K Sell
1,669
-22
-1% -$3.81K 0.04% 160
2024
Q4 		$299K Buy
1,691
+293
+21% +$46K 0.04% 152
2024
Q3 		$213K Buy
1,398
+220
+19% +$37.7K 0.03% 171
2024
Q2 		$214K Buy
+1,178
New +$210K 0.03% 164
2021
Q3 		– Sell
-901
Closed -$216K – 156
2021
Q2 		$216K Hold
901
– – 0.05% 148
2021
Q1 		$230K Buy
+901
New +$200K 0.05% 138
2020
Q3 		– Sell
-1,505
Closed -$271K – 134
2020
Q2 		$271K Sell
1,505
-39
-3% -$6K 0.08% 107
2020
Q1 		$227K Buy
1,544
+573
+59% +$157K 0.08% 113
2019
Q4 		$324K Buy
971
+238
+32% +$84.3K 0.1% 107
2019
Q3 		$269K Buy
+733
New +$262K 0.09% 110

Other funds holding BA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

JGP Wealth Management increased its Boeing (BA) stake by 3% in Q3 2026, buying an estimated $11.8K and bringing the position to 1,898 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #183.

JGP Wealth Management first reported a position in BA in Q3 2019 and has held it in 16 quarters since. The position peaked at $408K in Q3 2025. 1,565 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • JGP Wealth Management held 1,898 shares of Boeing worth $353K as of Q3 2026.
  • JGP Wealth Management bought 55 Boeing shares in Q3 2026, an estimated $11.8K.
  • Boeing made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #183 holding.
  • JGP Wealth Management first reported a position in Boeing in Q3 2019 and has held it in 16 quarters since.
  • JGP Wealth Management's Boeing position peaked at $408K in Q3 2025.
  • 1,565 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

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