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Octavia Wealth Advisors’s Boeing BA Stock Holding History

Octavia Wealth Advisors’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 		$241K Sell
1,114
-139
-11% -$30.9K 0.02% 204
2026
Q1 		$249K Buy
1,253
+6
+0.5% +$1.37K 0.02% 203
2025
Q4 		$271K Sell
1,247
-579
-32% -$119K 0.03% 201
2025
Q3 		$394K Buy
1,826
+538
+42% +$121K 0.04% 160
2025
Q2 		$270K Buy
1,288
+19
+1% +$3.59K 0.03% 178
2025
Q1 		$216K Sell
1,269
-438
-26% -$75.8K 0.03% 211
2024
Q4 		$302K Sell
1,707
-2,192
-56% -$344K 0.04% 163
2024
Q3 		$593K Sell
3,899
-437
-10% -$74.9K 0.07% 101
2024
Q2 		$789K Buy
4,336
+151
+4% +$26.9K 0.11% 87
2024
Q1 		$808K Sell
4,185
-1,404
-25% -$289K 0.12% 85
2023
Q4 		$1.46M Sell
5,589
-219
-4% -$46.8K 0.26% 52
2023
Q3 		$1.11M Buy
5,808
+91
+2% +$19.9K 0.23% 59
2023
Q2 		$1.21M Sell
5,717
-183
-3% -$38K 0.25% 53
2023
Q1 		$1.25M Sell
5,900
-52
-0.9% -$10.8K 0.28% 50
2022
Q4 		$1.13M Sell
5,952
-287
-5% -$46.9K 0.28% 56
2022
Q3 		$755K Buy
6,239
+131
+2% +$20.1K 0.2% 68
2022
Q2 		$829K Buy
6,108
+454
+8% +$67K 0.22% 68
2022
Q1 		$1.08M Buy
5,654
+154
+3% +$30.9K 0.24% 60
2021
Q4 		$1.11M Sell
5,500
-314
-5% -$66.3K 0.24% 63
2021
Q3 		$1.27M Sell
5,814
-334
-5% -$74.5K 0.33% 54
2021
Q2 		$1.47M Buy
6,148
+33
+0.5% +$7.98K 0.39% 50
2021
Q1 		$1.56M Sell
6,115
-709
-10% -$158K 0.46% 47
2020
Q4 		$1.46M Buy
+6,824
New +$1.31M 0.47% 45

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

Octavia Wealth Advisors's BA Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Boeing (BA) stake by 11% in Q2 2026, selling an estimated $30.9K and leaving 1,114 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #204.

Octavia Wealth Advisors first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.56M in Q1 2021. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Octavia Wealth Advisors held 1,114 shares of Boeing worth $241K as of Q2 2026.
  • Octavia Wealth Advisors sold 139 Boeing shares in Q2 2026, an estimated $30.9K.
  • Boeing made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • Octavia Wealth Advisors first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Boeing position peaked at $1.56M in Q1 2021.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.