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SOA Wealth Advisors’s Boeing BA Stock Holding History

SOA Wealth Advisors’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 		$293K Sell
1,353
-293
-18% -$65.2K 0.05% 173
2026
Q1 		$328K Buy
1,646
+280
+20% +$63.8K 0.06% 153
2025
Q4 		$297K Sell
1,366
-33
-2% -$6.79K 0.05% 163
2025
Q3 		$302K Buy
1,399
+23
+2% +$5.19K 0.05% 162
2025
Q2 		$288K Sell
1,376
-377
-22% -$71.2K 0.05% 168
2025
Q1 		$299K Sell
1,753
-60
-3% -$10.4K 0.06% 153
2024
Q4 		$321K Sell
1,813
-188
-9% -$29.5K 0.06% 145
2024
Q3 		$304K Sell
2,001
-289
-13% -$49.6K 0.06% 145
2024
Q2 		$417K Sell
2,290
-468
-17% -$83.4K 0.08% 121
2024
Q1 		$532K Buy
2,758
+307
+13% +$63.1K 0.11% 101
2023
Q4 		$639K Sell
2,451
-202
-8% -$43.2K 0.14% 83
2023
Q3 		$508K Hold
2,653
– – 0.13% 90
2023
Q2 		$560K Sell
2,653
-191
-7% -$39.7K 0.13% 86
2023
Q1 		$604K Sell
2,844
-100
-3% -$20.8K 0.15% 79
2022
Q4 		$561K Buy
2,944
+31
+1% +$5.07K 0.15% 82
2022
Q3 		$352K Buy
2,913
+33
+1% +$5.06K 0.11% 102
2022
Q2 		$393K Sell
2,880
-144
-5% -$21.2K 0.12% 99
2022
Q1 		$579K Sell
3,024
-265
-8% -$53.2K 0.14% 89
2021
Q4 		$666K Sell
3,289
-232
-7% -$49K 0.16% 82
2021
Q3 		$774K Sell
3,521
-499
-12% -$111K 0.2% 76
2021
Q2 		$963K Buy
4,020
+24
+0.6% +$5.8K 0.25% 68
2021
Q1 		$1.02M Buy
3,996
+7
+0.2% +$1.56K 0.28% 64
2020
Q4 		$845K Buy
+3,989
New +$767K 0.23% 66

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

SOA Wealth Advisors's BA Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Boeing (BA) stake by 18% in Q2 2026, selling an estimated $65.2K and leaving 1,353 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #173.

SOA Wealth Advisors first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q1 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • SOA Wealth Advisors held 1,353 shares of Boeing worth $293K as of Q2 2026.
  • SOA Wealth Advisors sold 293 Boeing shares in Q2 2026, an estimated $65.2K.
  • Boeing made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • SOA Wealth Advisors first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Boeing position peaked at $1.02M in Q1 2021.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.