Rockport Wealth
BA icon

Rockport Wealth’s Boeing BA Stock Holding History

Rockport Wealth’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
Q3 		– Sell
-1,338
Closed -$290K – 107
2026
Q2 		$290K Buy
+1,338
New +$298K 0.05% 89
2024
Q4 		– Sell
-1,351
Closed -$205K – 68
2024
Q3 		$205K Sell
1,351
-744
-36% -$128K 0.05% 69
2024
Q2 		$381K Sell
2,095
-64
-3% -$11.4K 0.16% 44
2024
Q1 		$416K Buy
+2,159
New +$444K 0.28% 42

Other funds holding BA

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Rockport Wealth's BA Position: Q3 2026 in Review

Rockport Wealth sold out of Boeing (BA) in Q3 2026, closing a stake of 1,338 shares — an estimated $290K sold.

Rockport Wealth first reported a position in BA in Q1 2024 and held it in 4 quarters. The position peaked at $416K in Q1 2024. 1,382 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Rockport Wealth reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Rockport Wealth sold 1,338 Boeing shares in Q3 2026, an estimated $290K.
  • Rockport Wealth first reported a position in Boeing in Q1 2024 and held it in 4 quarters.
  • Rockport Wealth's Boeing position peaked at $416K in Q1 2024.
  • 1,382 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Rockport Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.