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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
Q2 		$399K Buy
1,843
+10
+0.5% +$2.23K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

JGP Wealth Management increased its Boeing (BA) stake by 0.55% in Q2 2026, buying an estimated $2.23K and bringing the position to 1,843 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #165.

JGP Wealth Management first reported a position in BA in Q3 2019 and has held it in 15 quarters since. The position peaked at $408K in Q3 2025. 930 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • JGP Wealth Management held 1,843 shares of Boeing worth $399K as of Q2 2026.
  • JGP Wealth Management bought 10 Boeing shares in Q2 2026, an estimated $2.23K.
  • Boeing made up 0.04% of JGP Wealth Management's portfolio in Q2 2026, its #165 holding.
  • JGP Wealth Management first reported a position in Boeing in Q3 2019 and has held it in 15 quarters since.
  • JGP Wealth Management's Boeing position peaked at $408K in Q3 2025.
  • 930 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.