SWM
BA icon

SHP Wealth Management’s Boeing BA Stock Holding History

SHP Wealth 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 		$436K Sell
2,015
-15
-0.7% -$3.34K 0.03% 195
2026
Q1 		$404K Sell
2,030
-31
-2% -$7.06K 0.03% 175
2025
Q4 		$448K Buy
+2,061
New +$424K 0.03% 159

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 $3.38T AUM 44.17% 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

SHP Wealth Management's BA Position: Q2 2026 in Review

SHP Wealth Management reduced its Boeing (BA) stake by 0.74% in Q2 2026, selling an estimated $3.34K and leaving 2,015 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #195.

SHP Wealth Management first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q4 2025. 2,632 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • SHP Wealth Management held 2,015 shares of Boeing worth $436K as of Q2 2026.
  • SHP Wealth Management sold 15 Boeing shares in Q2 2026, an estimated $3.34K.
  • Boeing made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #195 holding.
  • SHP Wealth Management first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Boeing position peaked at $448K in Q4 2025.
  • 2,632 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.