MWM
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Modern Wealth Management’s Boeing BA Stock Holding History

Modern 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 		$10.4M Buy
48,173
+3,316
+7% +$738K 0.12% 178
2026
Q1 		$9.3M Buy
44,857
+6,117
+16% +$1.39M 0.16% 140
2025
Q4 		$8.41M Buy
38,740
+2,215
+6% +$456K 0.15% 146
2025
Q3 		$7.88M Sell
36,525
-1,102
-3% -$248K 0.16% 141
2025
Q2 		$7.88M Sell
37,627
-11
-0% -$2.08K 0.19% 115
2025
Q1 		$6.42M Buy
37,638
+7,000
+23% +$1.21M 0.21% 100
2024
Q4 		$5.42M Buy
+30,638
New +$4.81M 0.2% 99
2024
Q3 		– Sell
-1,322
Closed -$241K – 439
2024
Q2 		$241K Buy
1,322
+219
+20% +$39K 0.02% 352
2024
Q1 		$213K Sell
1,103
-519
-32% -$107K 0.02% 280
2023
Q4 		$423K Buy
+1,622
New +$347K 0.05% 104

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

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

Modern Wealth Management increased its Boeing (BA) stake by 7.4% in Q2 2026, buying an estimated $738K and bringing the position to 48,173 shares worth $10.4M. The position accounts for 0.12% of the portfolio, ranked #178.

Modern Wealth Management first reported a position in BA in Q4 2023 and has held it in 10 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Modern Wealth Management held 48,173 shares of Boeing worth $10.4M as of Q2 2026.
  • Modern Wealth Management bought 3,316 Boeing shares in Q2 2026, an estimated $738K.
  • Boeing made up 0.12% of Modern Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Modern Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 10 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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