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Portside Wealth Group’s Boeing BA Stock Holding History

Portside Wealth Group’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 		$5.58M Buy
25,773
+1,380
+6% +$307K 0.65% 29
2026
Q1 		$4.86M Buy
24,393
+2,051
+9% +$467K 0.66% 31
2025
Q4 		$4.85M Buy
22,342
+2,981
+15% +$613K 0.65% 30
2025
Q3 		$4.18M Buy
19,361
+1,627
+9% +$367K 0.58% 38
2025
Q2 		$3.72M Sell
17,734
-246
-1% -$46.5K 0.55% 48
2025
Q1 		$3.07M Buy
17,980
+1,844
+11% +$319K 0.5% 57
2024
Q4 		$2.86M Buy
16,136
+1,997
+14% +$313K 0.47% 52
2024
Q3 		$2.15M Buy
14,139
+4,491
+47% +$770K 0.37% 67
2024
Q2 		$1.76M Buy
9,648
+2,620
+37% +$467K 0.34% 78
2024
Q1 		$1.36M Buy
7,028
+1,599
+29% +$329K 0.25% 96
2023
Q4 		$1.42M Buy
5,429
+345
+7% +$73.8K 0.26% 96
2023
Q3 		$976K Buy
5,084
+722
+17% +$158K 0.18% 120
2023
Q2 		$921K Buy
+4,362
New +$906K 0.17% 133

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

Portside Wealth Group's BA Position: Q2 2026 in Review

Portside Wealth Group increased its Boeing (BA) stake by 5.7% in Q2 2026, buying an estimated $307K and bringing the position to 25,773 shares worth $5.58M. The position accounts for 0.65% of the portfolio, ranked #29.

Portside Wealth Group first reported a position in BA in Q2 2023 and has held it in 13 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Portside Wealth Group held 25,773 shares of Boeing worth $5.58M as of Q2 2026.
  • Portside Wealth Group bought 1,380 Boeing shares in Q2 2026, an estimated $307K.
  • Boeing made up 0.65% of Portside Wealth Group's portfolio in Q2 2026, its #29 holding.
  • Portside Wealth Group first reported a position in Boeing in Q2 2023 and has held it in 13 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.