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NewEdge Wealth’s Boeing BA Stock Holding History

NewEdge 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 		$1.39M Buy
6,423
+1,668
+35% +$371K 0.01% 564
2026
Q1 		$946K Sell
4,755
-3,086
-39% -$703K 0.01% 640
2025
Q4 		$1.7M Buy
7,841
+3,179
+68% +$654K 0.02% 495
2025
Q3 		$921K Buy
4,662
+35
+0.8% +$7.89K 0.01% 589
2025
Q2 		$1.05M Sell
4,627
-209
-4% -$39.5K 0.02% 518
2025
Q1 		$825K Sell
4,836
-176
-4% -$30.5K 0.01% 515
2024
Q4 		$887K Sell
5,012
-828
-14% -$130K 0.02% 513
2024
Q3 		$888K Buy
5,840
+4,070
+230% +$698K 0.02% 491
2024
Q2 		$322K Sell
1,770
-1,359
-43% -$242K 0.01% 632
2024
Q1 		$560K Buy
3,129
+934
+43% +$192K 0.01% 536
2023
Q4 		$572K Sell
2,195
-71
-3% -$15.2K 0.01% 486
2023
Q3 		$434K Buy
2,266
+463
+26% +$101K 0.01% 476
2023
Q2 		$381K Sell
1,803
-422
-19% -$87.7K 0.01% 506
2023
Q1 		$473K Buy
2,225
+672
+43% +$140K 0.02% 417
2022
Q4 		$296K Buy
+1,553
New +$254K 0.01% 452

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

NewEdge Wealth's BA Position: Q2 2026 in Review

NewEdge Wealth increased its Boeing (BA) stake by 35% in Q2 2026, buying an estimated $371K and bringing the position to 6,423 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #564.

NewEdge Wealth first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • NewEdge Wealth held 6,423 shares of Boeing worth $1.39M as of Q2 2026.
  • NewEdge Wealth bought 1,668 Boeing shares in Q2 2026, an estimated $371K.
  • Boeing made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #564 holding.
  • NewEdge Wealth first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Wealth's Boeing position peaked at $1.7M in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.