MBM Wealth Consultants
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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
Q3 		$742K Sell
3,986
-3
-0.1% -$643 0.14% 73
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% +$9.8K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MBM Wealth Consultants's BA Position: Q3 2026 in Review

MBM Wealth Consultants reduced its Boeing (BA) stake by 0.08% in Q3 2026, selling an estimated $643 and leaving 3,986 shares worth $742K. The position accounts for 0.14% of the portfolio, ranked #73.

MBM Wealth Consultants first reported a position in BA in Q4 2018 and has held it in 28 quarters since. The position peaked at $992K in Q4 2023. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • MBM Wealth Consultants held 3,986 shares of Boeing worth $742K as of Q3 2026.
  • MBM Wealth Consultants sold 3 Boeing shares in Q3 2026, an estimated $643.
  • Boeing made up 0.14% of MBM Wealth Consultants's portfolio in Q3 2026, its #73 holding.
  • MBM Wealth Consultants first reported a position in Boeing in Q4 2018 and has held it in 28 quarters since.
  • MBM Wealth Consultants's Boeing position peaked at $992K in Q4 2023.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.