Sound View Wealth Advisors Group’s Boeing BA Stock Holding History

Sound View Wealth Advisors Group’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	$328K	Buy	1,516 +245	+19%	+$54.5K	0.02%	345
2026 Q1	$253K	Buy	1,271 +82	+7%	+$18.7K	0.02%	370
2025 Q4	$258K	Sell	1,189 -147	-11%	-$30.2K	0.02%	366
2025 Q3	$288K	Buy	1,336 +335	+33%	+$75.5K	0.02%	359
2025 Q2	$210K	Buy	+1,001	New	+$189K	0.02%	401
2021 Q2	–	Sell	-886	Closed	-$226K	–	285
2021 Q1	$226K	Sell	886 -292	-25%	-$64.9K	0.05%	247
2020 Q4	$252K	Buy	+1,178	New	+$226K	0.06%	225
2020 Q1	–	Sell	-4,977	Closed	-$1.62M	–	216
2019 Q4	$1.62M	Sell	4,977 -177	-3%	-$62.7K	0.46%	67
2019 Q3	$1.96M	Sell	5,154 -524	-9%	-$187K	0.58%	56
2019 Q2	$2.07M	Buy	+5,678	New	+$2.07M	0.61%	52

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sound View Wealth Advisors Group's BA Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Boeing (BA) stake by 19% in Q2 2026, buying an estimated $54.5K and bringing the position to 1,516 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #345.

Sound View Wealth Advisors Group first reported a position in BA in Q2 2019 and has held it in 10 quarters since. The position peaked at $2.07M in Q2 2019. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Sound View Wealth Advisors Group held 1,516 shares of Boeing worth $328K as of Q2 2026.
Sound View Wealth Advisors Group bought 245 Boeing shares in Q2 2026, an estimated $54.5K.
Boeing made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #345 holding.
Sound View Wealth Advisors Group first reported a position in Boeing in Q2 2019 and has held it in 10 quarters since.
Sound View Wealth Advisors Group's Boeing position peaked at $2.07M in Q2 2019.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.