SWM
BA icon

Spire Wealth Management’s Boeing BA Stock Holding History

Spire 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 		$2.09M Buy
9,662
+17
+0.2% +$3.78K 0.06% 270
2026
Q1 		$1.92M Buy
9,645
+635
+7% +$145K 0.07% 267
2025
Q4 		$1.96M Sell
9,010
-886
-9% -$182K 0.07% 258
2025
Q3 		$2.14M Buy
9,896
+856
+9% +$193K 0.07% 222
2025
Q2 		$1.89M Sell
9,040
-31
-0.3% -$5.86K 0.07% 244
2025
Q1 		$1.55M Sell
9,071
-1,340
-13% -$232K 0.05% 308
2024
Q4 		$1.84M Sell
10,411
-681
-6% -$107K 0.06% 256
2024
Q3 		$1.69M Buy
11,092
+418
+4% +$71.7K 0.06% 266
2024
Q2 		$1.94M Sell
10,674
-2,697
-20% -$481K 0.07% 236
2024
Q1 		$2.58M Buy
13,371
+480
+4% +$98.6K 0.05% 216
2023
Q4 		$2.77M Sell
12,891
-2,828
-18% -$605K 0.09% 196
2023
Q3 		$3.01M Sell
15,719
-1,579
-9% -$345K 0.11% 186
2023
Q2 		$3.65M Sell
17,298
-3,360
-16% -$698K 0.13% 148
2023
Q1 		$4.39M Buy
20,658
+5,393
+35% +$1.12M 0.17% 120
2022
Q4 		$2.91M Buy
15,265
+1,446
+10% +$237K 0.16% 128
2022
Q3 		$1.67M Sell
13,819
-3,387
-20% -$519K 0.1% 148
2022
Q2 		$2.35M Sell
17,206
-3,140
-15% -$463K 0.1% 182
2022
Q1 		$3.9M Sell
20,346
-4,776
-19% -$959K 0.1% 183
2021
Q4 		$5.06M Buy
25,122
+3,429
+16% +$724K 0.11% 174
2021
Q3 		$4.79M Sell
21,693
-1,739
-7% -$388K 0.13% 164
2021
Q2 		$5.59M Sell
23,432
-1,423
-6% -$344K 0.15% 157
2021
Q1 		$6.26M Buy
+24,855
New +$5.52M 0.17% 140

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

Spire Wealth Management's BA Position: Q2 2026 in Review

Spire Wealth Management increased its Boeing (BA) stake by 0.18% in Q2 2026, buying an estimated $3.78K and bringing the position to 9,662 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #270.

Spire Wealth Management first reported a position in BA in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.26M in Q1 2021. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Spire Wealth Management held 9,662 shares of Boeing worth $2.09M as of Q2 2026.
  • Spire Wealth Management bought 17 Boeing shares in Q2 2026, an estimated $3.78K.
  • Boeing made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Spire Wealth Management first reported a position in Boeing in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Boeing position peaked at $6.26M in Q1 2021.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.