Morton Brown Family Wealth’s Boeing BA Stock Holding History

Morton Brown Family 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	$14.3K	Buy	66 +6	+10%	+$1.33K	﹤0.01%	182
2026 Q1	$11.9K	Hold	60	–	–	﹤0.01%	184
2025 Q4	$13K	Hold	60	–	–	﹤0.01%	177
2025 Q3	$12.9K	Sell	60 -16	-21%	-$3.61K	﹤0.01%	169
2025 Q2	$15.9K	Hold	76	–	–	﹤0.01%	162
2025 Q1	$13K	Buy	76 +16	+27%	+$2.77K	﹤0.01%	174
2024 Q4	$10.6K	Buy	+60	New	+$9.42K	﹤0.01%	172
2023 Q2	–	Sell	-22	Closed	-$4.67K	–	188
2023 Q1	$4.67K	Buy	+22	New	+$4.57K	﹤0.01%	159

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morton Brown Family Wealth's BA Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Boeing (BA) stake by 10% in Q2 2026, buying an estimated $1.33K and bringing the position to 66 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Morton Brown Family Wealth first reported a position in BA in Q1 2023 and has held it in 8 quarters since. The position peaked at $15.9K in Q2 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Morton Brown Family Wealth held 66 shares of Boeing worth $14.3K as of Q2 2026.
Morton Brown Family Wealth bought 6 Boeing shares in Q2 2026, an estimated $1.33K.
Boeing made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #182 holding.
Morton Brown Family Wealth first reported a position in Boeing in Q1 2023 and has held it in 8 quarters since.
Morton Brown Family Wealth's Boeing position peaked at $15.9K in Q2 2025.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.