OF
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Optimize Financial’s Boeing BA Stock Holding History

Optimize Financial’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 		$328K Sell
1,515
-5
-0.3% -$1.11K 0.12% 244
2026
Q1 		$303K Buy
+1,520
New +$346K 0.15% 263
2025
Q3 		– Sell
-1,361
Closed -$285K – 338
2025
Q2 		$285K Sell
1,361
-8
-0.6% -$1.51K 0.17% 165
2025
Q1 		$233K Buy
+1,369
New +$237K 0.09% 158

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

Optimize Financial's BA Position: Q2 2026 in Review

Optimize Financial reduced its Boeing (BA) stake by 0.33% in Q2 2026, selling an estimated $1.11K and leaving 1,515 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #244.

Optimize Financial first reported a position in BA in Q1 2025 and has held it in 4 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Optimize Financial held 1,515 shares of Boeing worth $328K as of Q2 2026.
  • Optimize Financial sold 5 Boeing shares in Q2 2026, an estimated $1.11K.
  • Boeing made up 0.12% of Optimize Financial's portfolio in Q2 2026, its #244 holding.
  • Optimize Financial first reported a position in Boeing in Q1 2025 and has held it in 4 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.