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Keudell/Morrison Wealth Management’s Boeing BA Stock Holding History

Keudell/Morrison 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 		$1.01M Buy
4,684
+3
+0.1% +$667 0.19% 79
2026
Q1 		$932K Buy
4,681
+1,060
+29% +$241K 0.19% 82
2025
Q4 		$786K Buy
+3,621
New +$745K 0.17% 91
2025
Q2 		$736K Sell
3,512
-113
-3% -$21.3K 0.16% 84
2025
Q1 		$618K Sell
3,625
-388
-10% -$67.2K 0.15% 95
2024
Q4 		$710K Buy
4,013
+225
+6% +$35.3K 0.19% 85
2024
Q3 		$576K Buy
3,788
+116
+3% +$19.9K 0.16% 101
2024
Q2 		$668K Buy
3,672
+239
+7% +$42.6K 0.2% 93
2024
Q1 		$663K Buy
3,433
+240
+8% +$49.3K 0.2% 91
2023
Q4 		$832K Sell
3,193
-78
-2% -$16.7K 0.27% 74
2023
Q3 		$627K Sell
3,271
-62
-2% -$13.6K 0.19% 82
2023
Q2 		$704K Hold
3,333
– – 0.2% 79
2023
Q1 		$708K Hold
3,333
– – 0.21% 80
2022
Q4 		$635K Sell
3,333
-164
-5% -$26.8K 0.2% 85
2022
Q3 		$423K Sell
3,497
-51
-1% -$7.82K 0.16% 98
2022
Q2 		$485K Sell
3,548
-17
-0.5% -$2.51K 0.18% 97
2022
Q1 		$683K Sell
3,565
-150
-4% -$30.1K 0.29% 82
2021
Q4 		$748K Buy
3,715
+100
+3% +$21.1K 0.3% 75
2021
Q3 		$795K Hold
3,615
– – 0.34% 68
2021
Q2 		$866K Sell
3,615
-68
-2% -$16.4K 0.47% 65
2021
Q1 		$938K Sell
3,683
-7
-0.2% -$1.56K 0.54% 57
2020
Q4 		$790K Sell
3,690
-633
-15% -$122K 0.5% 66
2020
Q3 		$714K Sell
4,323
-650
-13% -$111K 0.46% 63
2020
Q2 		$912K Buy
4,973
+76
+2% +$11.7K 0.75% 41
2020
Q1 		$730K Sell
4,897
-243
-5% -$66.5K 0.71% 52
2019
Q4 		$1.67M Sell
5,140
-24
-0.5% -$8.5K 1.16% 20
2019
Q3 		$1.97M Hold
5,164
– – 1.62% 12
2019
Q2 		$1.71M Buy
5,164
+71
+1% +$25.9K 1.5% 17
2019
Q1 		$1.94M Buy
+5,093
New +$1.96M 1.71% 14

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keudell/Morrison Wealth Management's BA Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Boeing (BA) stake by 0.06% in Q2 2026, buying an estimated $667 and bringing the position to 4,684 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #79.

Keudell/Morrison Wealth Management first reported a position in BA in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.97M in Q3 2019. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,684 shares of Boeing worth $1.01M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 3 Boeing shares in Q2 2026, an estimated $667.
  • Boeing made up 0.19% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Keudell/Morrison Wealth Management first reported a position in Boeing in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Boeing position peaked at $1.97M in Q3 2019.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.