Pacific Excel Wealth Advisors’s Boeing BA Stock Holding History

Pacific Excel 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	$1.05M	Buy	+4,856	New	+$1.08M	0.41%	58

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Excel Wealth Advisors's BA Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Boeing (BA) in Q2 2026: 4,856 shares worth $1.05M. The stake represents 0.41% of the portfolio and ranks #58 among its holdings.

2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Pacific Excel Wealth Advisors held 4,856 shares of Boeing worth $1.05M as of Q2 2026.
Boeing was a new Pacific Excel Wealth Advisors position in Q2 2026.
Boeing made up 0.41% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #58 holding.
2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.