NWAG
BA icon

Net Worth Advisory Group’s Boeing BA Stock Holding History

Net Worth Advisory Group’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 		$795K Sell
3,673
-326
-8% -$72.5K 0.2% 119
2026
Q1 		$796K Sell
3,999
-115
-3% -$26.2K 0.17% 126
2025
Q4 		$893K Buy
+4,114
New +$846K 0.18% 102

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

Net Worth Advisory Group's BA Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Boeing (BA) stake by 8.2% in Q2 2026, selling an estimated $72.5K and leaving 3,673 shares worth $795K. The position accounts for 0.2% of the portfolio, ranked #119.

Net Worth Advisory Group first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $893K in Q4 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Net Worth Advisory Group held 3,673 shares of Boeing worth $795K as of Q2 2026.
  • Net Worth Advisory Group sold 326 Boeing shares in Q2 2026, an estimated $72.5K.
  • Boeing made up 0.2% of Net Worth Advisory Group's portfolio in Q2 2026, its #119 holding.
  • Net Worth Advisory Group first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Net Worth Advisory Group's Boeing position peaked at $893K in Q4 2025.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.