MW
BA icon

MBL Wealth’s Boeing BA Stock Holding History

MBL Wealth’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 		$278K Buy
+1,286
New +$286K 0.02% 299
2022
Q2 		– Sell
-2,294
Closed -$439K – 150
2022
Q1 		$439K Buy
+2,294
New +$460K 0.11% 104
2021
Q1 		$961K Buy
3,773
+446
+13% +$99.1K 0.34% 53
2020
Q4 		$712K Buy
+3,327
New +$640K 0.28% 58

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MBL Wealth's BA Position: Q2 2026 in Review

MBL Wealth opened a new position in Boeing (BA) in Q2 2026: 1,286 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: MBL Wealth previously reported a position in BA as recently as Q1 2022.

MBL Wealth first reported a position in BA in Q4 2020 and has held it in 4 quarters since. The position peaked at $961K in Q1 2021. 831 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • MBL Wealth held 1,286 shares of Boeing worth $278K as of Q2 2026.
  • Boeing was a new MBL Wealth position in Q2 2026.
  • Boeing made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #299 holding.
  • MBL Wealth first reported a position in Boeing in Q4 2020 and has held it in 4 quarters since.
  • MBL Wealth's Boeing position peaked at $961K in Q1 2021.
  • 831 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.