ONSWM
BA icon

Old North State Wealth Management’s Boeing BA Stock Holding History

Old North State 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 		$8.18M Buy
37,790
+3,825
+11% +$851K 3.49% 4
2026
Q1 		$6.76M Buy
33,965
+6,479
+24% +$1.48M 3.13% 6
2025
Q4 		$5.97M Buy
27,486
+4,810
+21% +$989K 2.8% 7
2025
Q3 		$4.89M Buy
22,676
+1,280
+6% +$289K 2.29% 11
2025
Q2 		$4.48M Buy
21,396
+160
+0.8% +$30.2K 2.34% 11
2025
Q1 		$3.62M Buy
21,236
+1,079
+5% +$187K 2.02% 12
2024
Q4 		$3.57M Buy
20,157
+400
+2% +$62.8K 2.01% 15
2024
Q3 		$3M Buy
19,757
+305
+2% +$52.3K 1.68% 23
2024
Q2 		$3.54M Buy
19,452
+139
+0.7% +$24.8K 2.33% 12
2024
Q1 		$3.73M Sell
19,313
-681
-3% -$140K 2.43% 13
2023
Q4 		$5.21M Sell
19,994
-200
-1% -$42.8K 3.85% 5
2023
Q3 		$3.87M Sell
20,194
-603
-3% -$132K 3.4% 6
2023
Q2 		$4.39M Sell
20,797
-1,305
-6% -$271K 3.85% 4
2023
Q1 		$4.7M Buy
22,102
+300
+1% +$62.3K 4.39% 3
2022
Q4 		$4.15M Buy
21,802
+765
+4% +$125K 4.17% 4
2022
Q3 		$2.55M Buy
21,037
+683
+3% +$105K 2.94% 12
2022
Q2 		$2.78M Buy
20,354
+4,594
+29% +$678K 3.17% 10
2022
Q1 		$3.02M Buy
15,760
+80
+0.5% +$16.1K 3.02% 11
2021
Q4 		$3.16M Buy
+15,680
New +$3.31M 3.18% 11

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

Old North State Wealth Management's BA Position: Q2 2026 in Review

Old North State Wealth Management increased its Boeing (BA) stake by 11% in Q2 2026, buying an estimated $851K and bringing the position to 37,790 shares worth $8.18M. The position accounts for 3.49% of the portfolio, ranked #4.

Old North State Wealth Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. 2,623 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Old North State Wealth Management held 37,790 shares of Boeing worth $8.18M as of Q2 2026.
  • Old North State Wealth Management bought 3,825 Boeing shares in Q2 2026, an estimated $851K.
  • Boeing made up 3.49% of Old North State Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Old North State Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.