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Smallwood Wealth Investment Management’s Boeing BA Stock Holding History

Smallwood Wealth Investment 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 		$313K Buy
1,446
+105
+8% +$23.4K 0.14% 72
2026
Q1 		$267K Sell
1,341
-25
-2% -$5.69K 0.14% 69
2025
Q4 		$297K Sell
1,366
-94
-6% -$19.3K 0.16% 67
2025
Q3 		$315K Sell
1,460
-42
-3% -$9.47K 0.16% 65
2025
Q2 		$315K Hold
1,502
– – 0.18% 60
2025
Q1 		$256K Sell
1,502
-146
-9% -$25.3K 0.16% 66
2024
Q4 		$292K Sell
1,648
-178
-10% -$27.9K 0.2% 63
2024
Q3 		$278K Buy
1,826
+567
+45% +$97.2K 0.2% 59
2024
Q2 		$229K Sell
1,259
-302
-19% -$53.8K 0.18% 61
2024
Q1 		$301K Hold
1,561
– – 0.23% 57
2023
Q4 		$407K Buy
1,561
+100
+7% +$21.4K 0.34% 42
2023
Q3 		$280K Buy
1,461
+200
+16% +$43.8K 0.25% 53
2023
Q2 		$266K Hold
1,261
– – 0.24% 54
2023
Q1 		$268K Sell
1,261
-3,150
-71% -$654K 0.25% 52
2022
Q4 		$840K Sell
4,411
-650
-13% -$106K 0.71% 28
2022
Q3 		$613K Sell
5,061
-600
-11% -$92K 0.55% 36
2022
Q2 		$774K Buy
5,661
+4,400
+349% +$649K 0.78% 24
2022
Q1 		$241K Hold
1,261
– – 0.23% 47
2021
Q4 		$254K Buy
+1,261
New +$266K 0.24% 47

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Smallwood Wealth Investment Management's BA Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Boeing (BA) stake by 7.8% in Q2 2026, buying an estimated $23.4K and bringing the position to 1,446 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #72.

Smallwood Wealth Investment Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $840K in Q4 2022. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,446 shares of Boeing worth $313K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 105 Boeing shares in Q2 2026, an estimated $23.4K.
  • Boeing made up 0.14% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #72 holding.
  • Smallwood Wealth Investment Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Boeing position peaked at $840K in Q4 2022.
  • 846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.