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Spartan Wealth Advisory Services LLC’s Boeing BA Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$416K Sell
1,920
-2,221
-54% -$494K 0.03% 233
2026
Q1 		$824K Buy
+4,141
New +$943K 0.07% 171

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's BA Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Boeing (BA) stake by 54% in Q2 2026, selling an estimated $494K and leaving 1,920 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #233.

Spartan Wealth Advisory Services LLC first reported a position in BA in Q1 2026 and has held it in 2 quarters since. The position peaked at $824K in Q1 2026. 2,499 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 1,920 shares of Boeing worth $416K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 2,221 Boeing shares in Q2 2026, an estimated $494K.
  • Boeing made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #233 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Boeing position peaked at $824K in Q1 2026.
  • 2,499 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.