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Medallion Wealth Advisors’s Boeing BA Stock Holding History

Medallion Wealth Advisors’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 		$140K Sell
649
-674
-51% -$150K 0.04% 292
2026
Q1 		$263K Buy
1,323
+5
+0.4% +$1.14K 0.09% 209
2025
Q4 		$286K Sell
1,318
-15
-1% -$3.08K 0.1% 197
2025
Q3 		$288K Sell
1,333
-153
-10% -$34.5K 0.1% 188
2025
Q2 		$312K Sell
1,486
-86
-5% -$16.2K 0.12% 171
2025
Q1 		$266K Buy
1,572
+203
+15% +$35.1K 0.12% 168
2024
Q4 		$238K Buy
+1,369
New +$215K 0.12% 167

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Medallion Wealth Advisors's BA Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Boeing (BA) stake by 51% in Q2 2026, selling an estimated $150K and leaving 649 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #292.

Medallion Wealth Advisors first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $312K in Q2 2025. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Medallion Wealth Advisors held 649 shares of Boeing worth $140K as of Q2 2026.
  • Medallion Wealth Advisors sold 674 Boeing shares in Q2 2026, an estimated $150K.
  • Boeing made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #292 holding.
  • Medallion Wealth Advisors first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Boeing position peaked at $312K in Q2 2025.
  • 2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.