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Massachusetts Wealth Management’s Boeing BA Stock Holding History

Massachusetts 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 		$1.48M Buy
6,835
+370
+6% +$82.3K 0.56% 63
2026
Q1 		$1.29M Buy
6,465
+195
+3% +$44.4K 0.56% 64
2025
Q4 		$1.36M Buy
6,270
+310
+5% +$63.8K 0.63% 62
2025
Q3 		$1.29M Buy
5,960
+1,275
+27% +$287K 0.64% 63
2025
Q2 		$982K Buy
+4,685
New +$885K 0.55% 70
2025
Q1 		– Sell
-3,855
Closed -$682K – 88
2024
Q4 		$682K Sell
3,855
-375
-9% -$58.9K 0.42% 72
2024
Q3 		$643K Buy
4,230
+815
+24% +$140K 0.41% 70
2024
Q2 		$622K Buy
3,415
+390
+13% +$69.5K 0.42% 71
2024
Q1 		$584K Buy
3,025
+50
+2% +$10.3K 0.41% 72
2023
Q4 		$775K Buy
2,975
+250
+9% +$53.5K 0.63% 63
2023
Q3 		$522K Buy
2,725
+600
+28% +$131K 0.48% 65
2023
Q2 		$449K Buy
2,125
+350
+20% +$72.7K 0.43% 67
2023
Q1 		$377K Buy
1,775
+125
+8% +$26K 0.39% 66
2022
Q4 		$351K Buy
+1,650
New +$270K 0.34% 69

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

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

Massachusetts Wealth Management increased its Boeing (BA) stake by 5.7% in Q2 2026, buying an estimated $82.3K and bringing the position to 6,835 shares worth $1.48M. The position accounts for 0.56% of the portfolio, ranked #63.

Massachusetts Wealth Management first reported a position in BA in Q4 2022 and has held it in 14 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Massachusetts Wealth Management held 6,835 shares of Boeing worth $1.48M as of Q2 2026.
  • Massachusetts Wealth Management bought 370 Boeing shares in Q2 2026, an estimated $82.3K.
  • Boeing made up 0.56% of Massachusetts Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Massachusetts Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 14 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.