NWM
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Navigoe Wealth Management’s Boeing BA Stock Holding History

Navigoe 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 		$149K Buy
691
+254
+58% +$56.5K 0.08% 51
2026
Q1 		$86K Hold
437
– – 0.05% 63
2025
Q4 		$94K Hold
437
– – 0.06% 63
2025
Q3 		$94K Buy
437
+36
+9% +$8.12K 0.06% 62
2025
Q2 		$84K Hold
401
– – 0.06% 55
2025
Q1 		$68K Hold
401
– – 0.06% 57
2024
Q4 		$70K Buy
+401
New +$62.9K 0.07% 54

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

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

Navigoe Wealth Management increased its Boeing (BA) stake by 58% in Q2 2026, buying an estimated $56.5K and bringing the position to 691 shares worth $149K. The position accounts for 0.08% of the portfolio, ranked #51.

Navigoe Wealth Management first reported a position in BA in Q4 2024 and has held it in 7 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Navigoe Wealth Management held 691 shares of Boeing worth $149K as of Q2 2026.
  • Navigoe Wealth Management bought 254 Boeing shares in Q2 2026, an estimated $56.5K.
  • Boeing made up 0.08% of Navigoe Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Navigoe Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.