KWB Wealth
BA icon

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
Q3 		$409K Hold
2,198
– – 0.03% 130
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 $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KWB Wealth's BA Position: Q3 2026 in Review

KWB Wealth held its Boeing (BA) position steady in Q3 2026 at 2,198 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #130.

KWB Wealth first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $575K in Q2 2021. 474 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • KWB Wealth held 2,198 shares of Boeing worth $409K as of Q3 2026.
  • KWB Wealth left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #130 holding.
  • KWB Wealth first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's Boeing position peaked at $575K in Q2 2021.
  • 474 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.