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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Wealth Management's BA Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Boeing (BA) stake by 3.1% in Q1 2026, buying an estimated $44.4K and bringing the position to 6,465 shares worth $1.29M. The position accounts for 0.56% of the portfolio, ranked #64.

Massachusetts Wealth Management first reported a position in BA in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Massachusetts Wealth Management held 6,465 shares of Boeing worth $1.29M as of Q1 2026.
Massachusetts Wealth Management bought 195 Boeing shares in Q1 2026, an estimated $44.4K.
Boeing made up 0.56% of Massachusetts Wealth Management's portfolio in Q1 2026, its #64 holding.
Massachusetts Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 13 quarters since.
Massachusetts Wealth Management's Boeing position peaked at $1.36M in Q4 2025.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.