Smith Salley Wealth Management’s Boeing BA Stock Holding History

Smith Salley 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	$319K	Buy	1,474 +156	+12%	+$34.7K	0.01%	231
2026 Q1	$262K	Sell	1,318 -65	-5%	-$14.8K	0.01%	234
2025 Q4	$300K	Buy	1,383 +390	+39%	+$80.2K	0.01%	224
2025 Q3	$214K	Hold	993	–	–	0.01%	255
2025 Q2	$208K	Sell	993 -221	-18%	-$41.7K	0.01%	251
2025 Q1	$207K	Buy	+1,214	New	+$210K	0.01%	234
2024 Q3	–	Sell	-1,185	Closed	-$216K	–	237
2024 Q2	$216K	Sell	1,185 -189	-14%	-$33.7K	0.02%	220
2024 Q1	$265K	Sell	1,374 -237	-15%	-$48.7K	0.02%	204
2023 Q4	$420K	Buy	1,611 +23	+1%	+$4.92K	0.03%	192
2023 Q3	$304K	Buy	1,588 +81	+5%	+$17.7K	0.02%	199
2023 Q2	$318K	Buy	1,507 +182	+14%	+$37.8K	0.02%	192
2023 Q1	$281K	Hold	1,325	–	–	0.02%	198
2022 Q4	$252K	Buy	+1,325	New	+$217K	0.02%	199
2022 Q2	–	Sell	-1,385	Closed	-$265K	–	228
2022 Q1	$265K	Sell	1,385 -400	-22%	-$80.3K	0.02%	208
2021 Q4	$359K	Sell	1,785 -170	-9%	-$35.9K	0.03%	200
2021 Q3	$430K	Sell	1,955 -56	-3%	-$12.5K	0.03%	191
2021 Q2	$482K	Buy	2,011 +55	+3%	+$13.3K	0.04%	184
2021 Q1	$498K	Buy	1,956 +162	+9%	+$36K	0.04%	170
2020 Q4	$384K	Sell	1,794 -10	-0.6%	-$1.92K	0.04%	170
2020 Q3	$298K	Sell	1,804 -71	-4%	-$12.1K	0.04%	166
2020 Q2	$344K	Sell	1,875 -8,023	-81%	-$1.23M	0.05%	149
2020 Q1	$1.48M	Sell	9,898 -8,011	-45%	-$2.19M	0.25%	79
2019 Q4	$5.83M	Sell	17,909 -1,951	-10%	-$691K	0.77%	43
2019 Q3	$7.56M	Buy	19,860 +2,486	+14%	+$889K	1.07%	37
2019 Q2	$6.32M	Buy	17,374 +1,677	+11%	+$612K	0.95%	39
2019 Q1	$5.99M	Buy	15,697 +2,668	+20%	+$1.03M	0.96%	39
2018 Q4	$4.2M	Sell	13,029 -1,097	-8%	-$379K	0.77%	49
2018 Q3	$5.25M	Buy	+14,126	New	+$4.96M	0.83%	44
2014 Q3	–	Sell	-3,494	Closed	-$445K	–	176
2014 Q2	$445K	Buy	+3,494	New	+$456K	0.12%	133

Other funds holding BA

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) 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 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 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

Smith Salley Wealth Management's BA Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Boeing (BA) stake by 12% in Q2 2026, buying an estimated $34.7K and bringing the position to 1,474 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #231.

Smith Salley Wealth Management first reported a position in BA in Q2 2014 and has held it in 29 quarters since. The position peaked at $7.56M in Q3 2019. 915 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Smith Salley Wealth Management held 1,474 shares of Boeing worth $319K as of Q2 2026.
Smith Salley Wealth Management bought 156 Boeing shares in Q2 2026, an estimated $34.7K.
Boeing made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #231 holding.
Smith Salley Wealth Management first reported a position in Boeing in Q2 2014 and has held it in 29 quarters since.
Smith Salley Wealth Management's Boeing position peaked at $7.56M in Q3 2019.
915 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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