Measured Wealth Private Client Group’s Boeing BA Stock Holding History

Measured Wealth Private Client Group’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	$8.66K	Hold	40	–	–	﹤0.01%	587
2026 Q1	$7.96K	Hold	40	–	–	﹤0.01%	582
2025 Q4	$8.69K	Sell	40 -75	-65%	-$15.4K	﹤0.01%	571
2025 Q3	$24.8K	Buy	+115	New	+$25.9K	0.01%	431
2018 Q4	–	Sell	-717	Closed	-$267K	–	152
2018 Q3	$267K	Sell	717 -1	-0.1%	-$351	0.16%	121
2018 Q2	$241K	Buy	+718	New	+$247K	0.2%	123

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Measured Wealth Private Client Group's BA Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Boeing (BA) position steady in Q2 2026 at 40 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Measured Wealth Private Client Group first reported a position in BA in Q2 2018 and has held it in 6 quarters since. The position peaked at $267K in Q3 2018. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Measured Wealth Private Client Group held 40 shares of Boeing worth $8.66K as of Q2 2026.
Measured Wealth Private Client Group left its Boeing share count unchanged in Q2 2026.
Boeing made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #587 holding.
Measured Wealth Private Client Group first reported a position in Boeing in Q2 2018 and has held it in 6 quarters since.
Measured Wealth Private Client Group's Boeing position peaked at $267K in Q3 2018.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.