KWA
BA icon

Kingswood Wealth Advisors’s Boeing BA Stock Holding History

Kingswood Wealth Advisors’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 		$5.48M Sell
25,316
-50
-0.2% -$11.1K 0.22% 107
2026
Q1 		$5.05M Buy
25,366
+2,902
+13% +$661K 0.24% 96
2025
Q4 		$4.88M Buy
22,464
+1,379
+7% +$284K 0.24% 98
2025
Q3 		$4.55M Buy
21,085
+702
+3% +$158K 0.28% 89
2025
Q2 		$4.27M Buy
20,383
+831
+4% +$157K 0.34% 63
2025
Q1 		$3.33M Sell
19,552
-2,396
-11% -$415K 0.3% 78
2024
Q4 		$3.88M Buy
21,948
+1,874
+9% +$294K 0.29% 71
2024
Q3 		$3.07M Buy
20,074
+630
+3% +$108K 0.22% 110
2024
Q2 		$3.54M Buy
19,444
+5,572
+40% +$993K 0.32% 68
2024
Q1 		$2.68M Sell
13,872
-8,302
-37% -$1.71M 0.31% 72
2023
Q4 		$5.78M Buy
22,174
+9,993
+82% +$2.14M 0.66% 22
2023
Q3 		$3.2M Sell
12,181
-6,925
-36% -$1.52M 0.55% 43
2023
Q2 		$4.03M Buy
+19,106
New +$3.97M 1.29% 12

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

Kingswood Wealth Advisors's BA Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Boeing (BA) stake by 0.2% in Q2 2026, selling an estimated $11.1K and leaving 25,316 shares worth $5.48M. The position accounts for 0.22% of the portfolio, ranked #107.

Kingswood Wealth Advisors first reported a position in BA in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.78M in Q4 2023. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Kingswood Wealth Advisors held 25,316 shares of Boeing worth $5.48M as of Q2 2026.
  • Kingswood Wealth Advisors sold 50 Boeing shares in Q2 2026, an estimated $11.1K.
  • Boeing made up 0.22% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Kingswood Wealth Advisors first reported a position in Boeing in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Boeing position peaked at $5.78M in Q4 2023.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.