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Laurel Oak Wealth Management’s Boeing BA Stock Holding History

Laurel Oak 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 		$565K Sell
2,612
-162
-6% -$36K 0.08% 180
2026
Q1 		$552K Sell
2,774
-340
-11% -$77.4K 0.09% 177
2025
Q4 		$676K Buy
+3,114
New +$640K 0.11% 149

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's BA Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Boeing (BA) stake by 5.8% in Q2 2026, selling an estimated $36K and leaving 2,612 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #180.

Laurel Oak Wealth Management first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $676K in Q4 2025. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Laurel Oak Wealth Management held 2,612 shares of Boeing worth $565K as of Q2 2026.
  • Laurel Oak Wealth Management sold 162 Boeing shares in Q2 2026, an estimated $36K.
  • Boeing made up 0.08% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Laurel Oak Wealth Management first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Boeing position peaked at $676K in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.