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Shrier Wealth Management’s Boeing BA Stock Holding History

Shrier 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 		$2.37M Sell
10,959
-117
-1% -$26K 0.8% 36
2026
Q1 		$2.2M Buy
+11,076
New +$2.52M 0.81% 37

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

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

Shrier Wealth Management reduced its Boeing (BA) stake by 1.1% in Q2 2026, selling an estimated $26K and leaving 10,959 shares worth $2.37M. The position accounts for 0.8% of the portfolio, ranked #36.

Shrier Wealth Management first reported a position in BA in Q1 2026 and has held it in 2 quarters since. 2,609 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Shrier Wealth Management held 10,959 shares of Boeing worth $2.37M as of Q2 2026.
  • Shrier Wealth Management sold 117 Boeing shares in Q2 2026, an estimated $26K.
  • Boeing made up 0.8% of Shrier Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Shrier Wealth Management first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
  • 2,609 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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