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Moran Wealth Management’s Boeing BA Stock Holding History

Moran 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 		$274K Buy
+1,265
New +$281K 0.01% 468
2024
Q1 		– Sell
-3,782
Closed -$986K – 414
2023
Q4 		$986K Buy
3,782
+323
+9% +$69.1K 0.04% 304
2023
Q3 		$663K Buy
3,459
+203
+6% +$44.4K 0.03% 291
2023
Q2 		$688K Buy
3,256
+2,279
+233% +$473K 0.03% 286
2023
Q1 		$208K Buy
+977
New +$203K 0.01% 348

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 $3.38T AUM 44.17% 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

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

Moran Wealth Management opened a new position in Boeing (BA) in Q2 2026: 1,265 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in BA as recently as Q4 2023.

Moran Wealth Management first reported a position in BA in Q1 2023 and has held it in 5 quarters since. The position peaked at $986K in Q4 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Moran Wealth Management held 1,265 shares of Boeing worth $274K as of Q2 2026.
  • Boeing was a new Moran Wealth Management position in Q2 2026.
  • Boeing made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #468 holding.
  • Moran Wealth Management first reported a position in Boeing in Q1 2023 and has held it in 5 quarters since.
  • Moran Wealth Management's Boeing position peaked at $986K in Q4 2023.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.