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Marks Wealth’s Boeing BA Stock Holding History

Marks 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 		$245K Sell
1,134
-87
-7% -$19.4K 0.05% 17
2026
Q1 		$243K Hold
1,221
– – 0.06% 10
2025
Q4 		$265K Sell
1,221
-200
-14% -$41.1K 0.09% 17
2025
Q3 		$307K Hold
1,421
– – 0.09% 18
2025
Q2 		$298K Buy
1,421
+200
+16% +$37.8K 0.1% 16
2025
Q1 		$208K Buy
+1,221
New +$211K 0.08% 13

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

Marks Wealth's BA Position: Q2 2026 in Review

Marks Wealth reduced its Boeing (BA) stake by 7.1% in Q2 2026, selling an estimated $19.4K and leaving 1,134 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #17.

Marks Wealth first reported a position in BA in Q1 2025 and has held it in 6 quarters since. The position peaked at $307K in Q3 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Marks Wealth held 1,134 shares of Boeing worth $245K as of Q2 2026.
  • Marks Wealth sold 87 Boeing shares in Q2 2026, an estimated $19.4K.
  • Boeing made up 0.05% of Marks Wealth's portfolio in Q2 2026, its #17 holding.
  • Marks Wealth first reported a position in Boeing in Q1 2025 and has held it in 6 quarters since.
  • Marks Wealth's Boeing position peaked at $307K in Q3 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Marks Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.