Massachusetts Wealth Management
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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
Q3 		$1.41M Buy
7,560
+725
+11% +$155K 0.57% 62
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% -$58.8K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Massachusetts Wealth Management's BA Position: Q3 2026 in Review

Massachusetts Wealth Management increased its Boeing (BA) stake by 11% in Q3 2026, buying an estimated $155K and bringing the position to 7,560 shares worth $1.41M. The position accounts for 0.57% of the portfolio, ranked #62.

Massachusetts Wealth Management first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q2 2026. 1,985 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Massachusetts Wealth Management held 7,560 shares of Boeing worth $1.41M as of Q3 2026.
  • Massachusetts Wealth Management bought 725 Boeing shares in Q3 2026, an estimated $155K.
  • Boeing made up 0.57% of Massachusetts Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Massachusetts Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Boeing position peaked at $1.48M in Q2 2026.
  • 1,985 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.