Physician Wealth Advisors’s Boeing BA Stock Holding History

Physician Wealth 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	$280K	Buy	1,293 +21	+2%	+$4.67K	0.03%	169
2026 Q1	$253K	Buy	1,272 +154	+14%	+$35.1K	0.04%	168
2025 Q4	$243K	Sell	1,118 -229	-17%	-$47.1K	0.03%	171
2025 Q3	$291K	Buy	1,347 +132	+11%	+$29.8K	0.04%	142
2025 Q2	$255K	Buy	1,215 +59	+5%	+$11.1K	0.04%	151
2025 Q1	$197K	Hold	1,156	–	–	0.03%	181
2024 Q4	$205K	Buy	+1,156	New	+$181K	0.03%	178
2024 Q3	–	Sell	-1,159	Closed	-$216K	–	184
2024 Q2	$216K	Buy	+1,159	New	+$207K	0.04%	170
2024 Q1	–	Sell	-1,266	Closed	-$272K	–	178
2023 Q4	$272K	Hold	1,266	–	–	0.06%	126
2023 Q3	$239K	Sell	1,266 -3	-0.2%	-$656	0.06%	131
2023 Q2	$268K	Buy	1,269 +35	+3%	+$7.27K	0.07%	126
2023 Q1	$258K	Hold	1,234	–	–	0.07%	127
2022 Q4	$262K	Buy	+1,234	New	+$202K	0.07%	127
2022 Q3	–	Sell	-1,234	Closed	-$209K	–	148
2022 Q2	$209K	Buy	+1,234	New	+$182K	0.06%	144
2022 Q1	–	Sell	-1,278	Closed	-$275K	–	158
2021 Q4	$275K	Hold	1,278	–	–	0.07%	135
2021 Q3	$277K	Hold	1,278	–	–	0.08%	127
2021 Q2	$282K	Sell	1,278 -5	-0.4%	-$1.21K	0.08%	120
2021 Q1	$333K	Hold	1,283	–	–	0.11%	101
2020 Q4	$268K	Buy	+1,283	New	+$247K	0.09%	113
2020 Q3	–	Sell	-1,283	Closed	-$230K	–	128
2020 Q2	$230K	Buy	+1,283	New	+$197K	0.09%	119

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

Physician Wealth Advisors's BA Position: Q2 2026 in Review

Physician Wealth Advisors increased its Boeing (BA) stake by 1.7% in Q2 2026, buying an estimated $4.67K and bringing the position to 1,293 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #169.

Physician Wealth Advisors first reported a position in BA in Q2 2020 and has held it in 20 quarters since. The position peaked at $333K in Q1 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Physician Wealth Advisors held 1,293 shares of Boeing worth $280K as of Q2 2026.
Physician Wealth Advisors bought 21 Boeing shares in Q2 2026, an estimated $4.67K.
Boeing made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Physician Wealth Advisors first reported a position in Boeing in Q2 2020 and has held it in 20 quarters since.
Physician Wealth Advisors's Boeing position peaked at $333K in Q1 2021.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.