MWM
BA icon

Mattern Wealth Management’s Boeing BA Stock Holding History

Mattern 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 		$669K Buy
3,091
+1,530
+98% +$340K 0.11% 87
2026
Q1 		$311K Hold
1,561
– – 0.06% 122
2025
Q4 		$339K Hold
1,561
– – 0.07% 118
2025
Q3 		$337K Buy
1,561
+300
+24% +$67.6K 0.07% 118
2025
Q2 		$264K Sell
1,261
-50
-4% -$9.44K 0.06% 137
2025
Q1 		$224K Buy
1,311
+61
+5% +$10.6K 0.05% 152
2024
Q4 		$221K Sell
1,250
-615
-33% -$96.5K 0.05% 155
2024
Q3 		$284K Sell
1,865
-2,690
-59% -$461K 0.06% 144
2024
Q2 		$829K Sell
4,555
-2,060
-31% -$367K 0.2% 81
2024
Q1 		$1.28M Buy
6,615
+72
+1% +$14.8K 0.31% 79
2023
Q4 		$1.71M Buy
6,543
+158
+2% +$33.8K 0.44% 63
2023
Q3 		$1.22M Buy
6,385
+625
+11% +$137K 0.36% 77
2023
Q2 		$1.22M Buy
5,760
+100
+2% +$20.8K 0.35% 78
2023
Q1 		$1.2M Buy
5,660
+163
+3% +$33.9K 0.4% 77
2022
Q4 		$1.05M Buy
5,497
+2,615
+91% +$428K 0.42% 71
2022
Q3 		$349K Buy
+2,882
New +$442K 0.14% 113
2022
Q2 		– Sell
-4,654
Closed -$891K – 153
2022
Q1 		$891K Buy
4,654
+365
+9% +$73.3K 0.29% 77
2021
Q4 		$863K Buy
4,289
+392
+10% +$82.8K 0.25% 87
2021
Q3 		$857K Sell
3,897
-275
-7% -$61.3K 0.29% 80
2021
Q2 		$909K Sell
4,172
-336
-7% -$81.2K 0.29% 79
2021
Q1 		$1.15M Buy
4,508
+955
+27% +$212K 0.4% 67
2020
Q4 		$761K Sell
3,553
-204
-5% -$39.2K 0.29% 84
2020
Q3 		$621K Sell
3,757
-340
-8% -$57.9K 0.27% 83
2020
Q2 		$751K Sell
4,097
-515
-11% -$79.2K 0.36% 79
2020
Q1 		$688K Buy
4,612
+2,195
+91% +$601K 0.5% 65
2019
Q4 		$787K Buy
+2,417
New +$856K 0.47% 74

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

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

Mattern Wealth Management increased its Boeing (BA) stake by 98% in Q2 2026, buying an estimated $340K and bringing the position to 3,091 shares worth $669K. The position accounts for 0.11% of the portfolio, ranked #87.

Mattern Wealth Management first reported a position in BA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.71M in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Mattern Wealth Management held 3,091 shares of Boeing worth $669K as of Q2 2026.
  • Mattern Wealth Management bought 1,530 Boeing shares in Q2 2026, an estimated $340K.
  • Boeing made up 0.11% of Mattern Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Mattern Wealth Management first reported a position in Boeing in Q4 2019 and has held it in 26 quarters since.
  • Mattern Wealth Management's Boeing position peaked at $1.71M in Q4 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.