Northwest Wealth Management’s Boeing BA Stock Holding History

Northwest 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	$226K	Buy	+1,046	New	+$233K	0.03%	242
2024 Q3	–	Sell	-1,675	Closed	-$305K	–	168
2024 Q2	$305K	Sell	1,675 -183	-10%	-$32.6K	0.08%	118
2024 Q1	$359K	Buy	1,858 +977	+111%	+$201K	0.1%	114
2023 Q4	$230K	Buy	+881	New	+$188K	0.07%	140
2021 Q3	–	Sell	-860	Closed	-$206K	–	119
2021 Q2	$206K	Buy	+860	New	+$208K	0.11%	120
2020 Q1	–	Sell	-646	Closed	-$210K	–	92
2019 Q4	$210K	Sell	646 -508	-44%	-$180K	0.19%	94
2019 Q3	$439K	Sell	1,154 -14	-1%	-$5K	0.36%	74
2019 Q2	$425K	Sell	1,168 -383	-25%	-$140K	0.34%	69
2019 Q1	$592K	Buy	1,551 +100	+7%	+$38.5K	0.45%	55
2018 Q4	$468K	Sell	1,451 -60	-4%	-$20.7K	0.4%	59
2018 Q3	$562K	Hold	1,511	–	–	0.42%	57
2018 Q2	$507K	Hold	1,511	–	–	0.38%	60
2018 Q1	$496K	Buy	1,511 +326	+28%	+$110K	0.37%	59
2017 Q4	$349K	Hold	1,185	–	–	0.28%	68
2017 Q3	$301K	Sell	1,185 -245	-17%	-$57.1K	0.42%	48
2017 Q2	$283K	Buy	1,430 +25	+2%	+$4.65K	0.26%	75
2017 Q1	$248K	Hold	1,405	–	–	0.23%	84
2016 Q4	$219K	Buy	+1,405	New	+$205K	0.22%	83

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Northwest Wealth Management opened a new position in Boeing (BA) in Q2 2026: 1,046 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #242 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in BA as recently as Q2 2024.

Northwest Wealth Management first reported a position in BA in Q4 2016 and has held it in 18 quarters since. The position peaked at $592K in Q1 2019. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Northwest Wealth Management held 1,046 shares of Boeing worth $226K as of Q2 2026.
Boeing was a new Northwest Wealth Management position in Q2 2026.
Boeing made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #242 holding.
Northwest Wealth Management first reported a position in Boeing in Q4 2016 and has held it in 18 quarters since.
Northwest Wealth Management's Boeing position peaked at $592K in Q1 2019.
846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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