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Pension & Wealth Management Advisors’s Boeing BA Stock Holding History

Pension & Wealth Management 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 		$136K Buy
627
+50
+9% +$11.1K 0.04% 214
2026
Q1 		$115K Hold
577
– – 0.03% 221
2025
Q4 		$125K Hold
577
– – 0.04% 215
2025
Q3 		$125K Buy
577
+227
+65% +$51.2K 0.04% 193
2025
Q2 		$73.3K Sell
350
-85
-20% -$16.1K 0.02% 226
2025
Q1 		$74.2K Buy
435
+347
+394% +$60.1K 0.03% 224
2024
Q4 		$15.6K Buy
88
+85
+2,833% +$13.3K 0.01% 347
2024
Q3 		$456 Sell
3
-31
-91% -$5.32K ﹤0.01% 351
2024
Q2 		$6.19K Sell
34
-25
-42% -$4.46K ﹤0.01% 299
2024
Q1 		$11.4K Buy
59
+28
+90% +$5.75K 0.01% 273
2023
Q4 		$8.08K Hold
31
– – 0.01% 260
2023
Q3 		$5.94K Hold
31
– – ﹤0.01% 218
2023
Q2 		$6.55K Hold
31
– – ﹤0.01% 217
2023
Q1 		$6.58K Buy
+31
New +$6.44K 0.01% 228

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's BA Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Boeing (BA) stake by 8.7% in Q2 2026, buying an estimated $11.1K and bringing the position to 627 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #214.

Pension & Wealth Management Advisors first reported a position in BA in Q1 2023 and has held it in 14 quarters since. 2,499 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Pension & Wealth Management Advisors held 627 shares of Boeing worth $136K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 50 Boeing shares in Q2 2026, an estimated $11.1K.
  • Boeing made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #214 holding.
  • Pension & Wealth Management Advisors first reported a position in Boeing in Q1 2023 and has held it in 14 quarters since.
  • 2,499 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.