PWP
BA icon

Perfromance Wealth Partners’s Boeing BA Stock Holding History

Perfromance 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 		$754K Buy
3,481
+20
+0.6% +$4.45K 0.02% 110
2026
Q1 		$689K Sell
3,461
-39
-1% -$8.88K 0.02% 102
2025
Q4 		$760K Buy
3,500
+1,299
+59% +$267K 0.02% 93
2025
Q3 		$475K Hold
2,201
– – 0.01% 120
2025
Q2 		$461K Buy
2,201
+501
+29% +$94.6K 0.01% 112
2025
Q1 		$290K Hold
1,700
– – 0.01% 136
2024
Q4 		$301K Sell
1,700
-1,000
-37% -$157K 0.01% 131
2024
Q3 		$411K Buy
2,700
+1,500
+125% +$257K 0.01% 117
2024
Q2 		$218K Hold
1,200
– – 0.01% 148
2024
Q1 		$232K Hold
1,200
– – 0.01% 142
2023
Q4 		$313K Buy
+1,200
New +$257K 0.01% 132

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

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

Perfromance Wealth Partners increased its Boeing (BA) stake by 0.58% in Q2 2026, buying an estimated $4.45K and bringing the position to 3,481 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #110.

Perfromance Wealth Partners first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $760K in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Perfromance Wealth Partners held 3,481 shares of Boeing worth $754K as of Q2 2026.
  • Perfromance Wealth Partners bought 20 Boeing shares in Q2 2026, an estimated $4.45K.
  • Boeing made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Perfromance Wealth Partners first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Perfromance Wealth Partners's Boeing position peaked at $760K in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.