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ORG Wealth Partners’s Boeing BA Stock Holding History

ORG Wealth Partners’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 		$266K Sell
1,230
-4
-0.3% -$890 0.04% 222
2026
Q1 		$246K Buy
1,234
+464
+60% +$106K 0.05% 200
2025
Q4 		$167K Buy
770
+110
+17% +$22.6K 0.04% 226
2025
Q3 		$142K Sell
660
-10
-1% -$2.25K 0.03% 247
2025
Q2 		$141K Sell
670
-1
-0.1% -$189 0.03% 204
2025
Q1 		$113K Sell
671
-225
-25% -$38.9K 0.03% 240
2024
Q4 		$159K Sell
896
-31
-3% -$4.87K 0.05% 138
2024
Q3 		$141K Buy
+927
New +$159K 0.05% 146

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

ORG Wealth Partners's BA Position: Q2 2026 in Review

ORG Wealth Partners reduced its Boeing (BA) stake by 0.32% in Q2 2026, selling an estimated $890 and leaving 1,230 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #222.

ORG Wealth Partners first reported a position in BA in Q3 2024 and has held it in 8 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • ORG Wealth Partners held 1,230 shares of Boeing worth $266K as of Q2 2026.
  • ORG Wealth Partners sold 4 Boeing shares in Q2 2026, an estimated $890.
  • Boeing made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #222 holding.
  • ORG Wealth Partners first reported a position in Boeing in Q3 2024 and has held it in 8 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.