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MBM Wealth Consultants’s Boeing BA Stock Holding History

MBM Wealth Consultants’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 		$863K Buy
3,989
+642
+19% +$143K 0.17% 64
2026
Q1 		$666K Buy
3,347
+4
+0.1% +$911 0.15% 64
2025
Q4 		$726K Buy
3,343
+1,317
+65% +$271K 0.17% 61
2025
Q3 		$437K Hold
2,026
– – 0.11% 78
2025
Q2 		$425K Sell
2,026
-10
-0.5% -$1.89K 0.11% 77
2025
Q1 		$347K Buy
+2,036
New +$352K 0.1% 91
2024
Q1 		– Sell
-4,833
Closed -$992K – 106
2023
Q4 		$992K Sell
4,833
-31
-0.6% -$6.63K 0.37% 43
2023
Q3 		$899K Buy
4,864
+350
+8% +$76.6K 0.39% 39
2023
Q2 		$980K Buy
4,514
+599
+15% +$124K 0.42% 34
2023
Q1 		$765K Hold
3,915
– – 0.31% 40
2022
Q4 		$765K Sell
3,915
-487
-11% -$79.7K 0.35% 32
2022
Q3 		$555K Buy
4,402
+814
+23% +$125K 0.27% 44
2022
Q2 		$490K Sell
3,588
-795
-18% -$117K 0.24% 49
2022
Q1 		$839K Buy
4,383
+234
+6% +$47K 0.35% 38
2021
Q4 		$835K Buy
4,149
+750
+22% +$158K 0.35% 39
2021
Q3 		$748K Buy
3,399
+382
+13% +$85.2K 0.34% 42
2021
Q2 		$722K Sell
3,017
-19
-0.6% -$4.59K 0.34% 40
2021
Q1 		$773K Buy
3,036
+211
+7% +$46.9K 0.39% 38
2020
Q4 		$605K Sell
2,825
-71
-2% -$13.6K 0.33% 40
2020
Q3 		$479K Buy
2,896
+94
+3% +$16K 0.31% 42
2020
Q2 		$514K Buy
2,802
+274
+11% +$42.1K 0.36% 39
2020
Q1 		$377K Buy
2,528
+285
+13% +$78K 0.31% 51
2019
Q4 		$731K Buy
2,243
+100
+5% +$35.4K 0.54% 34
2019
Q3 		$816K Buy
2,143
+59
+3% +$21.1K 0.64% 35
2019
Q2 		$758K Buy
2,084
+27
+1% +$9.85K 0.63% 37
2019
Q1 		$785K Sell
2,057
-69
-3% -$26.6K 0.69% 36
2018
Q4 		$686K Buy
+2,126
New +$734K 0.67% 40

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

MBM Wealth Consultants's BA Position: Q2 2026 in Review

MBM Wealth Consultants increased its Boeing (BA) stake by 19% in Q2 2026, buying an estimated $143K and bringing the position to 3,989 shares worth $863K. The position accounts for 0.17% of the portfolio, ranked #64.

MBM Wealth Consultants first reported a position in BA in Q4 2018 and has held it in 27 quarters since. The position peaked at $992K in Q4 2023. 1,185 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • MBM Wealth Consultants held 3,989 shares of Boeing worth $863K as of Q2 2026.
  • MBM Wealth Consultants bought 642 Boeing shares in Q2 2026, an estimated $143K.
  • Boeing made up 0.17% of MBM Wealth Consultants's portfolio in Q2 2026, its #64 holding.
  • MBM Wealth Consultants first reported a position in Boeing in Q4 2018 and has held it in 27 quarters since.
  • MBM Wealth Consultants's Boeing position peaked at $992K in Q4 2023.
  • 1,185 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.