PGWM
BA icon

Pitti Group Wealth Management’s Boeing BA Stock Holding History

Pitti Group 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 		$2.25M Sell
10,402
-1,201
-10% -$267K 1.64% 15
2026
Q1 		$2.31M Buy
11,603
+39
+0.3% +$8.88K 1.87% 13
2025
Q4 		$2.51M Buy
11,564
+65
+0.6% +$13.4K 2.06% 11
2025
Q3 		$2.48M Sell
11,499
-623
-5% -$140K 2.11% 10
2025
Q2 		$2.54M Buy
12,122
+206
+2% +$38.9K 2.19% 8
2025
Q1 		$2.03M Buy
11,916
+1,053
+10% +$182K 2.09% 12
2024
Q4 		$1.92M Buy
10,863
+3,113
+40% +$489K 1.95% 16
2024
Q3 		$2.02M Hold
7,750
– – 2.2% 12
2024
Q2 		$2.02M Sell
7,750
-197
-2% -$35.1K 2.2% 12
2024
Q1 		$1.38M Buy
7,947
+197
+3% +$40.5K 1.54% 20
2023
Q4 		$2.02M Sell
7,750
-197
-2% -$42.1K 2.2% 12
2023
Q3 		$1.52M Sell
7,947
-67
-0.8% -$14.7K 1.74% 15
2023
Q2 		$1.69M Sell
8,014
-21
-0.3% -$4.36K 1.89% 13
2023
Q1 		$1.71M Sell
8,035
-61
-0.8% -$12.7K 1.91% 13
2022
Q4 		$1.54M Buy
8,096
+3,641
+82% +$596K 1.84% 13
2022
Q3 		$539K Buy
4,455
+388
+10% +$59.5K 0.74% 33
2022
Q2 		$556K Buy
4,067
+7
+0.2% +$1.03K 0.76% 33
2022
Q1 		$777K Buy
4,060
+155
+4% +$31.1K 0.91% 29
2021
Q4 		$786K Buy
+3,905
New +$825K 0.88% 30

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

Pitti Group Wealth Management's BA Position: Q2 2026 in Review

Pitti Group Wealth Management reduced its Boeing (BA) stake by 10% in Q2 2026, selling an estimated $267K and leaving 10,402 shares worth $2.25M. The position accounts for 1.64% of the portfolio, ranked #15.

Pitti Group Wealth Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.54M in Q2 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Pitti Group Wealth Management held 10,402 shares of Boeing worth $2.25M as of Q2 2026.
  • Pitti Group Wealth Management sold 1,201 Boeing shares in Q2 2026, an estimated $267K.
  • Boeing made up 1.64% of Pitti Group Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Pitti Group Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Pitti Group Wealth Management's Boeing position peaked at $2.54M in Q2 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.