PPW
BA icon

Pasadena Private Wealth’s Boeing BA Stock Holding History

Pasadena Private Wealth’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 		$677K Buy
3,126
+1,130
+57% +$251K 0.09% 119
2026
Q1 		$397K Hold
1,996
– – 0.05% 149
2025
Q4 		$433K Hold
1,996
– – 0.06% 147
2025
Q3 		$431K Buy
1,996
+100
+5% +$22.5K 0.06% 131
2025
Q2 		$397K Hold
1,896
– – 0.07% 122
2025
Q1 		$323K Hold
1,896
– – 0.06% 138
2024
Q4 		$336K Hold
1,896
– – 0.07% 118
2024
Q3 		$288K Hold
1,896
– – 0.06% 116
2024
Q2 		$345K Sell
1,896
-238
-11% -$42.4K 0.08% 102
2024
Q1 		$412K Buy
2,134
+67
+3% +$13.8K 0.09% 90
2023
Q4 		$539K Buy
2,067
+9
+0.4% +$1.93K 0.13% 77
2023
Q3 		$394K Buy
+2,058
New +$450K 0.12% 61

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

Pasadena Private Wealth's BA Position: Q2 2026 in Review

Pasadena Private Wealth increased its Boeing (BA) stake by 57% in Q2 2026, buying an estimated $251K and bringing the position to 3,126 shares worth $677K. The position accounts for 0.09% of the portfolio, ranked #119.

Pasadena Private Wealth first reported a position in BA in Q3 2023 and has held it in 12 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Pasadena Private Wealth held 3,126 shares of Boeing worth $677K as of Q2 2026.
  • Pasadena Private Wealth bought 1,130 Boeing shares in Q2 2026, an estimated $251K.
  • Boeing made up 0.09% of Pasadena Private Wealth's portfolio in Q2 2026, its #119 holding.
  • Pasadena Private Wealth first reported a position in Boeing in Q3 2023 and has held it in 12 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.