SW
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SkyOak Wealth’s Boeing BA Stock Holding History

SkyOak 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
2021
Q4 		– Sell
-3,000
Closed -$4K – 248
2021
Q3 		$4K Buy
3,000
+2,000
+200% +$446K ﹤0.01% 232
2021
Q2 		$20K Buy
1,000
+500
+100% +$121K 0.01% 236
2021
Q1 		$12K Buy
+500
New +$111K ﹤0.01% 235

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

SkyOak Wealth's BA Position: Q2 2026 in Review

SkyOak Wealth reduced its Boeing (BA) stake by 4.1% in Q2 2026, selling an estimated $11.1K and leaving 1,162 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #205.

SkyOak Wealth first reported a position in BA in Q1 2020 and has held it in 15 quarters since. The position peaked at $468K in Q2 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • SkyOak Wealth held 1,162 shares of Boeing worth $252K as of Q2 2026.
  • SkyOak Wealth sold 50 Boeing shares in Q2 2026, an estimated $11.1K.
  • Boeing made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #205 holding.
  • SkyOak Wealth first reported a position in Boeing in Q1 2020 and has held it in 15 quarters since.
  • SkyOak Wealth's Boeing position peaked at $468K in Q2 2021.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.