KW
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KWB Wealth’s Boeing BA Stock Holding History

KWB Wealth’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 		$476K Sell
2,198
-9
-0.4% -$2K 0.04% 112
2026
Q1 		$479K Buy
2,207
+41
+2% +$9.34K 0.05% 100
2025
Q4 		$470K Buy
2,166
+220
+11% +$45.2K 0.04% 110
2025
Q3 		$408K Sell
1,946
-91
-4% -$20.5K 0.05% 99
2025
Q2 		$347K Buy
2,037
+268
+15% +$50.6K 0.04% 112
2025
Q1 		$313K Buy
+1,769
New +$306K 0.04% 121
2024
Q4 		– Sell
-2,106
Closed -$383K – 142
2024
Q3 		$383K Hold
2,106
– – 0.05% 97
2024
Q2 		$406K Hold
2,106
– – 0.06% 87
2024
Q1 		$406K Buy
2,106
+39
+2% +$8.01K 0.05% 87
2023
Q4 		$539K Buy
2,067
+21
+1% +$4.49K 0.08% 74
2023
Q3 		$432K Sell
2,046
-268
-12% -$58.6K 0.07% 82
2023
Q2 		$489K Buy
2,314
+93
+4% +$19.3K 0.08% 75
2023
Q1 		$423K Buy
2,221
+294
+15% +$61.1K 0.08% 80
2022
Q4 		$367K Sell
1,927
-294
-13% -$48.1K 0.07% 83
2022
Q3 		$269K Sell
2,221
-45
-2% -$6.9K 0.05% 88
2022
Q2 		$310K Buy
2,266
+9
+0.4% +$1.33K 0.06% 84
2022
Q1 		$454K Hold
2,257
– – 0.08% 61
2021
Q4 		$454K Hold
2,257
– – 0.08% 61
2021
Q3 		$496K Hold
2,257
– – 0.09% 55
2021
Q2 		$575K Hold
2,257
– – 0.11% 48
2021
Q1 		$575K Sell
2,257
-222
-9% -$49.3K 0.11% 48
2020
Q4 		$531K Buy
+2,479
New +$477K 0.11% 49

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KWB Wealth's BA Position: Q2 2026 in Review

KWB Wealth reduced its Boeing (BA) stake by 0.41% in Q2 2026, selling an estimated $2K and leaving 2,198 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #112.

KWB Wealth first reported a position in BA in Q4 2020 and has held it in 22 quarters since. The position peaked at $575K in Q2 2021. 452 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • KWB Wealth held 2,198 shares of Boeing worth $476K as of Q2 2026.
  • KWB Wealth sold 9 Boeing shares in Q2 2026, an estimated $2K.
  • Boeing made up 0.04% of KWB Wealth's portfolio in Q2 2026, its #112 holding.
  • KWB Wealth first reported a position in Boeing in Q4 2020 and has held it in 22 quarters since.
  • KWB Wealth's Boeing position peaked at $575K in Q2 2021.
  • 452 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.