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Mitchell & Pahl Private Wealth’s Boeing BA Stock Holding History

Mitchell & Pahl Private Wealth’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 		$499K Buy
2,307
+252
+12% +$56.1K 0.18% 129
2026
Q1 		$409K Buy
2,055
+206
+11% +$46.9K 0.17% 133
2025
Q4 		$401K Hold
1,849
– – 0.17% 134
2025
Q3 		$399K Hold
1,849
– – 0.17% 132
2025
Q2 		$387K Hold
1,849
– – 0.17% 134
2025
Q1 		$315K Hold
1,849
– – 0.15% 135
2024
Q4 		$327K Hold
1,849
– – 0.15% 134
2024
Q3 		$281K Buy
+1,849
New +$317K 0.13% 141

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mitchell & Pahl Private Wealth's BA Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Boeing (BA) stake by 12% in Q2 2026, buying an estimated $56.1K and bringing the position to 2,307 shares worth $499K. The position accounts for 0.18% of the portfolio, ranked #129.

Mitchell & Pahl Private Wealth first reported a position in BA in Q3 2024 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 2,307 shares of Boeing worth $499K as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 252 Boeing shares in Q2 2026, an estimated $56.1K.
  • Boeing made up 0.18% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #129 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Boeing in Q3 2024 and has held it in 8 quarters since.
  • 652 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.