Signature Wealth Management Partners’s Boeing BA Stock Holding History

Signature Wealth Management Partners’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	$545K	Hold	2,518	–	–	0.25%	71
2026 Q1	$501K	Hold	2,518	–	–	0.25%	71
2025 Q4	$547K	Sell	2,518 -135	-5%	-$27.8K	0.27%	65
2025 Q3	$573K	Sell	2,653 -35	-1%	-$7.89K	0.3%	60
2025 Q2	$563K	Sell	2,688 -200	-7%	-$37.8K	0.32%	58
2025 Q1	$493K	Buy	2,888 +57	+2%	+$9.87K	0.32%	59
2024 Q4	$501K	Hold	2,831	–	–	0.34%	59
2024 Q3	$430K	Buy	2,831 +270	+11%	+$46.3K	0.31%	63
2024 Q2	$466K	Sell	2,561 -675	-21%	-$120K	0.35%	56
2024 Q1	$625K	Sell	3,236 -1,321	-29%	-$271K	0.51%	44
2023 Q4	$1.19M	Sell	4,557 -1,311	-22%	-$280K	1.04%	21
2023 Q3	$1.12M	Hold	5,868	–	–	1.1%	21
2023 Q2	$1.24M	Sell	5,868 -575	-9%	-$119K	1.15%	19
2023 Q1	$1.37M	Hold	6,443	–	–	1.27%	17
2022 Q4	$1.23M	Hold	6,443	–	–	1.21%	21
2022 Q3	$780K	Buy	6,443 +1,699	+36%	+$261K	0.86%	34
2022 Q2	$649K	Buy	4,744 +650	+16%	+$95.9K	0.66%	43
2022 Q1	$784K	Sell	4,094 -10	-0.2%	-$2.01K	0.67%	41
2021 Q4	$826K	Sell	4,104 -65	-2%	-$13.7K	0.7%	37
2021 Q3	$917K	Buy	4,169 +25	+0.6%	+$5.58K	0.83%	30
2021 Q2	$993K	Hold	4,144	–	–	0.9%	27
2021 Q1	$1.06M	Hold	4,144	–	–	1.01%	26
2020 Q4	$887K	Buy	+4,144	New	+$797K	0.89%	28

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

Signature Wealth Management Partners's BA Position: Q2 2026 in Review

Signature Wealth Management Partners held its Boeing (BA) position steady in Q2 2026 at 2,518 shares worth $545K. The position accounts for 0.25% of the portfolio, ranked #71.

Signature Wealth Management Partners first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q1 2023. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Signature Wealth Management Partners held 2,518 shares of Boeing worth $545K as of Q2 2026.
Signature Wealth Management Partners left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.25% of Signature Wealth Management Partners's portfolio in Q2 2026, its #71 holding.
Signature Wealth Management Partners first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's Boeing position peaked at $1.37M in Q1 2023.
2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.