Sanchez Wealth Management Group’s Boeing BA Stock Holding History

Sanchez Wealth Management 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	$469K	Sell	2,165 -45	-2%	-$10K	0.08%	38
2026 Q1	$440K	Sell	2,210 -5	-0.2%	-$1.14K	0.1%	36
2025 Q4	$481K	Buy	2,215 +1,114	+101%	+$229K	0.1%	35
2025 Q3	$238K	Hold	1,101	–	–	0.05%	47
2025 Q2	$231K	Buy	+1,101	New	+$208K	0.06%	45
2024 Q2	–	Sell	-2,430	Closed	-$469K	–	39
2024 Q1	$469K	Hold	2,430	–	–	0.16%	29
2023 Q4	$633K	Hold	2,430	–	–	0.23%	24
2023 Q3	$466K	Hold	2,430	–	–	0.19%	23
2023 Q2	$513K	Sell	2,430 -175	-7%	-$36.4K	0.21%	21
2023 Q1	$553K	Hold	2,605	–	–	0.24%	21
2022 Q4	$496K	Hold	2,605	–	–	0.24%	21
2022 Q3	$315K	Hold	2,605	–	–	0.17%	25
2022 Q2	$356K	Hold	2,605	–	–	0.18%	27
2022 Q1	$499K	Hold	2,605	–	–	0.21%	25
2021 Q4	$524K	Hold	2,605	–	–	0.22%	23
2021 Q3	$573K	Hold	2,605	–	–	0.26%	23
2021 Q2	$624K	Hold	2,605	–	–	0.28%	23
2021 Q1	$664K	Hold	2,605	–	–	0.34%	21
2020 Q4	$558K	Hold	2,605	–	–	0.3%	21
2020 Q3	$431K	Hold	2,605	–	–	0.25%	20
2020 Q2	$478K	Buy	+2,605	New	+$400K	0.32%	18

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

Sanchez Wealth Management Group's BA Position: Q2 2026 in Review

Sanchez Wealth Management Group reduced its Boeing (BA) stake by 2% in Q2 2026, selling an estimated $10K and leaving 2,165 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #38.

Sanchez Wealth Management Group first reported a position in BA in Q2 2020 and has held it in 21 quarters since. The position peaked at $664K in Q1 2021. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Sanchez Wealth Management Group held 2,165 shares of Boeing worth $469K as of Q2 2026.
Sanchez Wealth Management Group sold 45 Boeing shares in Q2 2026, an estimated $10K.
Boeing made up 0.08% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #38 holding.
Sanchez Wealth Management Group first reported a position in Boeing in Q2 2020 and has held it in 21 quarters since.
Sanchez Wealth Management Group's Boeing position peaked at $664K in Q1 2021.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.