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Mindset Wealth Management’s Boeing BA Stock Holding History

Mindset 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
Q2 		$276K Hold
1,275
– – 0.05% 149
2026
Q1 		$254K Sell
1,275
-85
-6% -$19.4K 0.07% 142
2025
Q4 		$295K Buy
1,360
+337
+33% +$69.3K 0.08% 134
2025
Q3 		$221K Buy
+1,023
New +$231K 0.06% 156
2025
Q1 		– Sell
-1,189
Closed -$210K – 149
2024
Q4 		$210K Buy
+1,189
New +$187K 0.08% 125

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

Mindset Wealth Management's BA Position: Q2 2026 in Review

Mindset Wealth Management held its Boeing (BA) position steady in Q2 2026 at 1,275 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #149.

Mindset Wealth Management first reported a position in BA in Q4 2024 and has held it in 5 quarters since. The position peaked at $295K in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Mindset Wealth Management held 1,275 shares of Boeing worth $276K as of Q2 2026.
  • Mindset Wealth Management left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.05% of Mindset Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Mindset Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 5 quarters since.
  • Mindset Wealth Management's Boeing position peaked at $295K in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.