San Luis Wealth Advisors’s Boeing BA Stock Holding History

San Luis Wealth Advisors’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	$211K	Sell	975 -240	-20%	-$53.4K	0.03%	174
2026 Q1	$242K	Buy	1,215 +53	+5%	+$12.1K	0.04%	157
2025 Q4	$252K	Sell	1,162 -130	-10%	-$26.7K	0.04%	160
2025 Q3	$279K	Buy	+1,292	New	+$291K	0.05%	154
2024 Q1	–	Sell	-780	Closed	-$203K	–	53
2023 Q4	$203K	Buy	+780	New	+$167K	0.09%	55
2022 Q2	–	Sell	-603	Closed	-$121K	–	93
2022 Q1	$121K	Buy	+603	New	+$121K	0.06%	186

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

San Luis Wealth Advisors's BA Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Boeing (BA) stake by 20% in Q2 2026, selling an estimated $53.4K and leaving 975 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #174.

San Luis Wealth Advisors first reported a position in BA in Q1 2022 and has held it in 6 quarters since. The position peaked at $279K in Q3 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

San Luis Wealth Advisors held 975 shares of Boeing worth $211K as of Q2 2026.
San Luis Wealth Advisors sold 240 Boeing shares in Q2 2026, an estimated $53.4K.
Boeing made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #174 holding.
San Luis Wealth Advisors first reported a position in Boeing in Q1 2022 and has held it in 6 quarters since.
San Luis Wealth Advisors's Boeing position peaked at $279K in Q3 2025.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.