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Secure Asset Management’s Boeing BA Stock Holding History

Secure Asset Management’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 		$879K Sell
4,063
-714
-15% -$159K 0.12% 138
2026
Q1 		$951K Sell
4,777
-57
-1% -$13K 0.15% 131
2025
Q4 		$1.05M Sell
4,834
-1,016
-17% -$209K 0.16% 128
2025
Q3 		$1.26M Buy
5,850
+75
+1% +$16.9K 0.21% 114
2025
Q2 		$1.21M Buy
5,775
+946
+20% +$179K 0.22% 113
2025
Q1 		$824K Buy
4,829
+159
+3% +$27.5K 0.17% 133
2024
Q4 		$827K Sell
4,670
-8,666
-65% -$1.36M 0.13% 145
2024
Q3 		$2.03M Buy
13,336
+4,697
+54% +$805K 0.34% 63
2024
Q2 		$1.57M Buy
8,639
+718
+9% +$128K 0.3% 78
2024
Q1 		$1.53M Buy
7,921
+6,250
+374% +$1.28M 0.36% 61
2023
Q4 		$436K Sell
1,671
-38
-2% -$8.13K 0.12% 138
2023
Q3 		$328K Buy
1,709
+291
+21% +$63.7K 0.1% 152
2023
Q2 		$299K Sell
1,418
-83
-6% -$17.2K 0.09% 150
2023
Q1 		$319K Sell
1,501
-291
-16% -$60.5K 0.11% 145
2022
Q4 		$341K Buy
1,792
+50
+3% +$8.18K 0.12% 135
2022
Q3 		$211K Hold
1,742
– – 0.12% 140
2022
Q2 		$238K Sell
1,742
-177
-9% -$26.1K 0.13% 133
2022
Q1 		$368K Sell
1,919
-709
-27% -$142K 0.17% 118
2021
Q4 		$529K Sell
2,628
-823
-24% -$174K 0.21% 84
2021
Q3 		$759K Sell
3,451
-731
-17% -$163K 0.37% 45
2021
Q2 		$1M Buy
4,182
+72
+2% +$17.4K 0.51% 34
2021
Q1 		$1.05M Buy
4,110
+167
+4% +$37.1K 0.58% 32
2020
Q4 		$844K Buy
3,943
+129
+3% +$24.8K 0.5% 44
2020
Q3 		$630K Sell
3,814
-24
-0.6% -$4.09K 0.43% 52
2020
Q2 		$704K Sell
3,838
-47
-1% -$7.22K 0.5% 53
2020
Q1 		$579K Sell
3,885
-76
-2% -$20.8K 0.62% 41
2019
Q4 		$1.29M Buy
+3,961
New +$1.4M 0.91% 26

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

Secure Asset Management's BA Position: Q2 2026 in Review

Secure Asset Management reduced its Boeing (BA) stake by 15% in Q2 2026, selling an estimated $159K and leaving 4,063 shares worth $879K. The position accounts for 0.12% of the portfolio, ranked #138.

Secure Asset Management first reported a position in BA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q3 2024. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Secure Asset Management held 4,063 shares of Boeing worth $879K as of Q2 2026.
  • Secure Asset Management sold 714 Boeing shares in Q2 2026, an estimated $159K.
  • Boeing made up 0.12% of Secure Asset Management's portfolio in Q2 2026, its #138 holding.
  • Secure Asset Management first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's Boeing position peaked at $2.03M in Q3 2024.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.