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Mowery & Schoenfeld Wealth Management’s Boeing BA Stock Holding History

Mowery & Schoenfeld 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 		$1.3K Hold
6
– – ﹤0.01% 341
2026
Q1 		$1.2K Hold
6
– – ﹤0.01% 332
2025
Q4 		$1.3K Hold
6
– – ﹤0.01% 430
2025
Q3 		$1.29K Hold
6
– – ﹤0.01% 352
2025
Q2 		$1.26K Hold
6
– – ﹤0.01% 353
2025
Q1 		$1.02K Sell
6
-88
-94% -$15.2K ﹤0.01% 414
2024
Q4 		$16.6K Buy
94
+88
+1,467% +$13.8K 0.03% 184
2024
Q3 		$913 Hold
6
– – ﹤0.01% 218
2024
Q2 		$1.09K Hold
6
– – ﹤0.01% 194
2024
Q1 		$1.16K Hold
6
– – ﹤0.01% 140
2023
Q4 		$1.56K Buy
+6
New +$1.28K ﹤0.01% 145

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

Mowery & Schoenfeld Wealth Management's BA Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Boeing (BA) position steady in Q2 2026 at 6 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Mowery & Schoenfeld Wealth Management first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.6K in Q4 2024. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 6 shares of Boeing worth $1.3K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Boeing share count unchanged in Q2 2026.
  • Boeing made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Boeing position peaked at $16.6K in Q4 2024.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.