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Simplicity Wealth’s Boeing BA Stock Holding History

Simplicity Wealth’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 		$2.3M Buy
10,623
+974
+10% +$217K 0.08% 245
2026
Q1 		$1.92M Buy
9,649
+918
+11% +$209K 0.11% 185
2025
Q4 		$1.9M Sell
8,731
-1,439
-14% -$296K 0.11% 183
2025
Q3 		$2.19M Sell
10,170
-2,484
-20% -$560K 0.13% 176
2025
Q2 		$2.65M Buy
12,654
+5,297
+72% +$1M 0.11% 178
2025
Q1 		$1.25M Buy
7,357
+3,670
+100% +$635K 0.1% 213
2024
Q4 		$653K Sell
3,687
-2,994
-45% -$470K 0.14% 133
2024
Q3 		$1.02M Sell
6,681
-15,010
-69% -$2.57M 0.09% 194
2024
Q2 		$3.95M Buy
21,691
+846
+4% +$151K 0.09% 226
2024
Q1 		$4.02M Buy
20,845
+19,435
+1,378% +$3.99M 0.1% 214
2023
Q4 		$368K Buy
1,410
+258
+22% +$55.2K 0.14% 124
2023
Q3 		$221K Sell
1,152
-92
-7% -$20.1K 0.13% 83
2023
Q2 		$263K Sell
1,244
-71
-5% -$14.7K 0.16% 69
2023
Q1 		$279K Sell
1,315
-10
-0.8% -$2.08K 0.19% 54
2022
Q4 		$252K Buy
+1,325
New +$217K 0.22% 58
2022
Q2 		– Sell
-1,583
Closed -$303K – 55
2022
Q1 		$303K Buy
+1,583
New +$318K 0.29% 57

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

Simplicity Wealth's BA Position: Q2 2026 in Review

Simplicity Wealth increased its Boeing (BA) stake by 10% in Q2 2026, buying an estimated $217K and bringing the position to 10,623 shares worth $2.3M. The position accounts for 0.08% of the portfolio, ranked #245.

Simplicity Wealth first reported a position in BA in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.02M in Q1 2024. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Simplicity Wealth held 10,623 shares of Boeing worth $2.3M as of Q2 2026.
  • Simplicity Wealth bought 974 Boeing shares in Q2 2026, an estimated $217K.
  • Boeing made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #245 holding.
  • Simplicity Wealth first reported a position in Boeing in Q1 2022 and has held it in 16 quarters since.
  • Simplicity Wealth's Boeing position peaked at $4.02M in Q1 2024.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.