Private Wealth Asset Management’s Boeing BA Stock Holding History

Private Wealth Asset 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	$521K	Buy	2,406 +104	+5%	+$23.1K	0.05%	177
2026 Q1	$458K	Buy	2,302 +254	+12%	+$57.8K	0.05%	173
2025 Q4	$445K	Buy	2,048 +268	+15%	+$55.1K	0.05%	178
2025 Q3	$384K	Buy	1,780 +3	+0.2%	+$676	0.05%	181
2025 Q2	$372K	Sell	1,777 -102	-5%	-$19.3K	0.05%	183
2025 Q1	$320K	Buy	+1,879	New	+$325K	0.05%	185

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

Private Wealth Asset Management's BA Position: Q2 2026 in Review

Private Wealth Asset Management increased its Boeing (BA) stake by 4.5% in Q2 2026, buying an estimated $23.1K and bringing the position to 2,406 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #177.

Private Wealth Asset Management first reported a position in BA in Q1 2025 and has held it in 6 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Private Wealth Asset Management held 2,406 shares of Boeing worth $521K as of Q2 2026.
Private Wealth Asset Management bought 104 Boeing shares in Q2 2026, an estimated $23.1K.
Boeing made up 0.05% of Private Wealth Asset Management's portfolio in Q2 2026, its #177 holding.
Private Wealth Asset Management first reported a position in Boeing in Q1 2025 and has held it in 6 quarters since.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.