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Sagespring Wealth Partners’s Boeing BA Stock Holding History

Sagespring Wealth Partners’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 		$2.32M Sell
10,711
-256
-2% -$57K 0.04% 196
2026
Q1 		$2.18M Sell
10,967
-216
-2% -$49.2K 0.04% 185
2025
Q4 		$2.43M Buy
11,183
+607
+6% +$125K 0.04% 167
2025
Q3 		$2.28M Sell
10,576
-10
-0.1% -$2.25K 0.04% 168
2025
Q2 		$2.22M Buy
10,586
+3,421
+48% +$646K 0.05% 165
2025
Q1 		$1.22M Buy
7,165
+1,181
+20% +$204K 0.03% 212
2024
Q4 		$1.06M Buy
+5,984
New +$939K 0.03% 210

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

Sagespring Wealth Partners's BA Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Boeing (BA) stake by 2.3% in Q2 2026, selling an estimated $57K and leaving 10,711 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #196.

Sagespring Wealth Partners first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q4 2025. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Sagespring Wealth Partners held 10,711 shares of Boeing worth $2.32M as of Q2 2026.
  • Sagespring Wealth Partners sold 256 Boeing shares in Q2 2026, an estimated $57K.
  • Boeing made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #196 holding.
  • Sagespring Wealth Partners first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Boeing position peaked at $2.43M in Q4 2025.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.