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Liberty Wealth Management’s Boeing BA Stock Holding History

Liberty 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 		$368K Hold
1,848
– – 0.05% 176
2026
Q1 		$368K Sell
1,848
-135
-7% -$30.7K 0.05% 176
2025
Q4 		$431K Buy
1,983
+78
+4% +$16K 0.06% 145
2025
Q3 		$411K Sell
1,905
-151
-7% -$34K 0.06% 147
2025
Q2 		$431K Buy
2,056
+7
+0.3% +$1.32K 0.07% 139
2025
Q1 		$350K Sell
2,049
-11
-0.5% -$1.9K 0.07% 109
2024
Q4 		$365K Sell
2,060
-1
-0% -$157 0.06% 145
2024
Q3 		$313K Sell
2,061
-6
-0.3% -$1.03K 0.05% 155
2024
Q2 		$376K Buy
2,067
+277
+15% +$49.4K 0.07% 129
2024
Q1 		$346K Sell
1,790
-99
-5% -$20.3K 0.07% 130
2023
Q4 		$492K Buy
1,889
+22
+1% +$4.71K 0.11% 97
2023
Q3 		$358K Sell
1,867
-445
-19% -$97.4K 0.09% 114
2023
Q2 		$490K Sell
2,312
-4,983
-68% -$1.04M 0.12% 93
2023
Q1 		$1.5M Buy
+7,295
New +$1.52M 0.31% 58
2022
Q3 		$228K Sell
1,885
-62
-3% -$9.51K 0.06% 135
2022
Q2 		$266K Buy
1,947
+696
+56% +$103K 0.11% 115
2022
Q1 		$239K Buy
1,251
+89
+8% +$17.9K 0.09% 124
2021
Q4 		$234K Sell
1,162
-16
-1% -$3.38K 0.01% 144
2021
Q3 		$259K Buy
1,178
+6
+0.5% +$1.34K 0.09% 134
2021
Q2 		$281K Sell
1,172
-204
-15% -$49.3K 0.11% 101
2021
Q1 		$269K Hold
1,376
– – 0.13% 86
2020
Q4 		$269K Buy
1,376
+80
+6% +$15.4K 0.13% 86
2020
Q3 		$214K Buy
1,296
+1
+0.1% +$170 0.13% 88
2020
Q2 		$237K Buy
1,295
+238
+23% +$36.6K 0.17% 82
2020
Q1 		$158K Buy
1,057
+73
+7% +$20K 0.14% 101
2019
Q4 		$321K Sell
984
-24
-2% -$8.5K 0.25% 74
2019
Q3 		$384K Sell
1,008
-4,286
-81% -$1.53M 0.36% 52
2019
Q2 		$1.93M Buy
5,294
+4,082
+337% +$1.49M 1.69% 8
2019
Q1 		$462K Hold
1,212
– – 0.35% 44
2018
Q4 		$390K Buy
+1,212
New +$419K 0.29% 47

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

Liberty Wealth Management's BA Position: Q2 2026 in Review

Liberty Wealth Management held its Boeing (BA) position steady in Q2 2026 at 1,848 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #176.

Liberty Wealth Management first reported a position in BA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.93M in Q2 2019. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Liberty Wealth Management held 1,848 shares of Boeing worth $368K as of Q2 2026.
  • Liberty Wealth Management left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Liberty Wealth Management first reported a position in Boeing in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Boeing position peaked at $1.93M in Q2 2019.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.