Meadowbrook Wealth Management
BA icon

Meadowbrook Wealth Management’s Boeing BA Stock Holding History

Meadowbrook 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
Q3 		– Sell
-1,170
Closed -$256K – 76
2026
Q2 		$256K Sell
1,170
-2,225
-66% -$495K 0.28% 68
2026
Q1 		$676K Buy
3,395
+2,105
+163% +$479K 0.9% 33
2025
Q4 		$280K Sell
1,290
-3,385
-72% -$696K 0.32% 60
2025
Q3 		$1.01M Buy
+4,675
New +$1.05M 1.05% 26

Other funds holding BA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Meadowbrook Wealth Management's BA Position: Q3 2026 in Review

Meadowbrook Wealth Management sold out of Boeing (BA) in Q3 2026, closing a stake of 1,170 shares — an estimated $256K sold.

Meadowbrook Wealth Management first reported a position in BA in Q3 2025 and held it in 4 quarters. The position peaked at $1.01M in Q3 2025. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Meadowbrook Wealth Management reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Meadowbrook Wealth Management sold 1,170 Boeing shares in Q3 2026, an estimated $256K.
  • Meadowbrook Wealth Management first reported a position in Boeing in Q3 2025 and held it in 4 quarters.
  • Meadowbrook Wealth Management's Boeing position peaked at $1.01M in Q3 2025.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.