PWM
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Peterson Wealth Management’s Boeing BA Stock Holding History

Peterson Wealth Management’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 		$16K Hold
74
– – 0.01% 127
2026
Q1 		$14.7K Buy
+74
New +$16.9K 0.01% 120

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Peterson Wealth Management's BA Position: Q2 2026 in Review

Peterson Wealth Management held its Boeing (BA) position steady in Q2 2026 at 74 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #127.

Peterson Wealth Management first reported a position in BA in Q1 2026 and has held it in 2 quarters since. 1,113 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Peterson Wealth Management held 74 shares of Boeing worth $16K as of Q2 2026.
  • Peterson Wealth Management left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Peterson Wealth Management first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.