Liberty Square Wealth Partners’s Boeing BA Stock Holding History

Liberty Square Wealth Partners’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	$202K	Buy	+933	New	+$208K	0.05%	137
2026 Q1	–	Sell	-945	Closed	-$205K	–	143
2025 Q4	$205K	Sell	945 -10	-1%	-$2.06K	0.06%	142
2025 Q3	$206K	Hold	955	–	–	0.06%	141
2025 Q2	$200K	Sell	955 -1,139	-54%	-$215K	0.07%	145
2025 Q1	$357K	Hold	2,094	–	–	0.14%	96
2024 Q4	$386K	Buy	+2,094	New	+$329K	0.14%	95

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Square Wealth Partners's BA Position: Q2 2026 in Review

Liberty Square Wealth Partners opened a new position in Boeing (BA) in Q2 2026: 933 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #137 among its holdings. This is a return to the name: Liberty Square Wealth Partners previously reported a position in BA as recently as Q4 2025.

Liberty Square Wealth Partners first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $386K in Q4 2024. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Liberty Square Wealth Partners held 933 shares of Boeing worth $202K as of Q2 2026.
Boeing was a new Liberty Square Wealth Partners position in Q2 2026.
Boeing made up 0.05% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #137 holding.
Liberty Square Wealth Partners first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
Liberty Square Wealth Partners's Boeing position peaked at $386K in Q4 2024.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.