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	$11.2K	Sell	500 -1,500	-75%	-$334K	﹤0.01%	287
2026 Q1	$17.2K	Buy	2,000 +1,500	+300%	+$342K	﹤0.01%	249
2025 Q4	$15.9K	Hold	500	–	–	﹤0.01%	250
2025 Q3	$17.6K	Hold	500	–	–	﹤0.01%	210
2025 Q2	$17.9K	Sell	500 -100	-17%	-$18.9K	﹤0.01%	195
2025 Q1	$4.5K	Buy	+600	New	+$104K	﹤0.01%	188

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

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.