Spectrum Wealth Advisory Group’s Boeing BA Stock Holding History

Spectrum Wealth Advisory 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	$58.9K	Buy	+272	New	+$60.5K	0.02%	134
2020 Q1	–	Sell	-855	Closed	-$279K	–	28
2019 Q4	$279K	Buy	855 +76	+10%	+$26.9K	0.5%	24
2019 Q3	$296K	Buy	779 +90	+13%	+$32.2K	0.59%	24
2019 Q2	$250K	Buy	689 +49	+8%	+$17.9K	0.51%	30
2019 Q1	$244K	Buy	+640	New	+$246K	0.38%	29

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

Spectrum Wealth Advisory Group's BA Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Boeing (BA) in Q2 2026: 272 shares worth $58.9K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in BA as recently as Q4 2019.

Spectrum Wealth Advisory Group first reported a position in BA in Q1 2019 and has held it in 5 quarters since. The position peaked at $296K in Q3 2019. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Spectrum Wealth Advisory Group held 272 shares of Boeing worth $58.9K as of Q2 2026.
Boeing was a new Spectrum Wealth Advisory Group position in Q2 2026.
Boeing made up 0.02% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #134 holding.
Spectrum Wealth Advisory Group first reported a position in Boeing in Q1 2019 and has held it in 5 quarters since.
Spectrum Wealth Advisory Group's Boeing position peaked at $296K in Q3 2019.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.