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Sax Wealth Advisors’s Boeing BA Stock Holding History

Sax 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 		$462K Buy
2,322
+434
+23% +$96.6K 0.02% 358
2026
Q1 		$410K Sell
1,888
-57
-3% -$13K 0.02% 325
2025
Q4 		$422K Buy
1,945
+51
+3% +$10.5K 0.02% 325
2025
Q3 		$409K Buy
1,894
+599
+46% +$135K 0.02% 307
2025
Q2 		$271K Sell
1,295
-103
-7% -$19.5K 0.02% 359
2025
Q1 		$238K Sell
1,398
-1,240
-47% -$215K 0.02% 325
2024
Q4 		$467K Buy
+2,638
New +$414K 0.04% 201
2024
Q3 		– Sell
-2,791
Closed -$508K – 302
2024
Q2 		$508K Buy
+2,791
New +$497K 0.05% 141
2024
Q1 		– Sell
-2,514
Closed -$655K – 204
2023
Q4 		$655K Hold
2,514
– – 0.11% 99
2023
Q3 		$482K Hold
2,514
– – 0.09% 114
2023
Q2 		$531K Hold
2,514
– – 0.11% 108
2023
Q1 		$534K Sell
2,514
-2
-0.1% -$416 0.12% 104
2022
Q4 		$479K Buy
2,516
+13
+0.5% +$2.13K 0.11% 107
2022
Q3 		$303K Sell
2,503
-196
-7% -$30.1K 0.08% 128
2022
Q2 		$369K Sell
2,699
-12
-0.4% -$1.77K 0.09% 122
2022
Q1 		$519K Sell
2,711
-44
-2% -$8.83K 0.13% 106
2021
Q4 		$555K Sell
2,755
-36
-1% -$7.61K 0.12% 112
2021
Q3 		$614K Hold
2,791
– – 0.15% 94
2021
Q2 		$669K Sell
2,791
-5
-0.2% -$1.21K 0.23% 82
2021
Q1 		$712K Buy
2,796
+29
+1% +$6.45K 0.26% 68
2020
Q4 		$592K Buy
+2,767
New +$532K 0.27% 70

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Sax Wealth Advisors's BA Position: Q2 2026 in Review

Sax Wealth Advisors increased its Boeing (BA) stake by 23% in Q2 2026, buying an estimated $96.6K and bringing the position to 2,322 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #358.

Sax Wealth Advisors first reported a position in BA in Q4 2020 and has held it in 21 quarters since. The position peaked at $712K in Q1 2021. 604 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Sax Wealth Advisors held 2,322 shares of Boeing worth $462K as of Q2 2026.
  • Sax Wealth Advisors bought 434 Boeing shares in Q2 2026, an estimated $96.6K.
  • Boeing made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #358 holding.
  • Sax Wealth Advisors first reported a position in Boeing in Q4 2020 and has held it in 21 quarters since.
  • Sax Wealth Advisors's Boeing position peaked at $712K in Q1 2021.
  • 604 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.