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Mascoma Wealth Management’s Boeing BA Stock Holding History

Mascoma 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 		$1.73K Buy
+8
New +$1.78K ﹤0.01% 469
2026
Q1 		– Sell
-12
Closed -$2.6K – 518
2025
Q4 		$2.6K Buy
+12
New +$2.47K ﹤0.01% 403
2024
Q3 		– Sell
-33
Closed -$6.01K – 459
2024
Q2 		$6.01K Buy
+33
New +$5.88K ﹤0.01% 396
2023
Q4 		– Sell
-40
Closed -$7.67K – 472
2023
Q3 		$7.67K Hold
40
– – ﹤0.01% 344
2023
Q2 		$9.52K Sell
40
-959
-96% -$199K ﹤0.01% 324
2023
Q1 		$207K Sell
999
-471
-32% -$97.9K 0.06% 120
2022
Q4 		$280K Hold
1,470
– – 0.09% 96
2022
Q3 		$178K Hold
1,470
– – 0.06% 119
2022
Q2 		$201K Hold
1,470
– – 0.07% 109
2022
Q1 		$282K Buy
1,470
+30
+2% +$6.02K 0.09% 101
2021
Q4 		$290K Hold
1,440
– – 0.1% 88
2021
Q3 		$317K Sell
1,440
-470
-25% -$105K 0.12% 86
2021
Q2 		$458K Hold
1,910
– – 0.2% 62
2021
Q1 		$487K Sell
1,910
-30
-2% -$6.67K 0.21% 61
2020
Q4 		$415K Buy
+1,940
New +$373K 0.21% 62
2019
Q3 		$1.01M Sell
2,646
-50
-2% -$17.9K 0.63% 31
2019
Q2 		$981K Hold
2,696
– – 0.61% 27
2019
Q1 		$1.03M Sell
2,696
-770
-22% -$296K 0.69% 24
2018
Q4 		$1.12M Sell
3,466
-189
-5% -$65.3K 0.85% 19
2018
Q3 		$1.36M Hold
3,655
– – 0.9% 20
2018
Q2 		$1.23M Sell
3,655
-20
-0.5% -$6.88K 0.86% 23
2018
Q1 		$1.21M Sell
3,675
-200
-5% -$67.6K 0.79% 24
2017
Q4 		$1.35M Sell
3,875
-230
-6% -$62.3K 0.83% 22
2017
Q3 		$1.04M Sell
4,105
-64
-2% -$14.9K 0.7% 26
2017
Q2 		$824K Buy
4,169
+22
+0.5% +$4.1K 0.56% 27
2017
Q1 		$733K Sell
4,147
-85
-2% -$14.5K 0.52% 26
2016
Q4 		$659K Buy
+4,232
New +$618K 0.48% 29

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

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

Mascoma Wealth Management opened a new position in Boeing (BA) in Q2 2026: 8 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in BA as recently as Q4 2025.

Mascoma Wealth Management first reported a position in BA in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.36M in Q3 2018. 2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Mascoma Wealth Management held 8 shares of Boeing worth $1.73K as of Q2 2026.
  • Boeing was a new Mascoma Wealth Management position in Q2 2026.
  • Boeing made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Mascoma Wealth Management first reported a position in Boeing in Q4 2016 and has held it in 27 quarters since.
  • Mascoma Wealth Management's Boeing position peaked at $1.36M in Q3 2018.
  • 2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.