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Strait & Sound Wealth Management’s Boeing BA Stock Holding History

Strait & Sound 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 		$924K Buy
4,269
+43
+1% +$9.57K 0.32% 71
2026
Q1 		$841K Buy
4,226
+311
+8% +$70.8K 0.31% 70
2025
Q4 		$850K Buy
3,915
+44
+1% +$9.05K 0.32% 66
2025
Q3 		$835K Buy
3,871
+112
+3% +$25.3K 0.32% 65
2025
Q2 		$788K Buy
3,759
+195
+5% +$36.8K 0.33% 67
2025
Q1 		$608K Sell
3,564
-176
-5% -$30.5K 0.28% 73
2024
Q4 		$662K Sell
3,740
-58
-2% -$9.1K 0.31% 66
2024
Q3 		$577K Sell
3,798
-1,431
-27% -$245K 0.28% 64
2024
Q2 		$952K Buy
5,229
+968
+23% +$173K 0.49% 37
2024
Q1 		$739K Sell
4,261
-151
-3% -$31K 0.41% 44
2023
Q4 		$896K Hold
4,412
– – 0.56% 35
2023
Q3 		$846K Buy
4,412
+112
+3% +$24.5K 0.73% 32
2023
Q2 		$908K Sell
4,300
-309
-7% -$64.2K 0.9% 27
2023
Q1 		$979K Sell
4,609
-36
-0.8% -$7.48K 0.97% 24
2022
Q4 		$982K Buy
+4,645
New +$760K 1.07% 22

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

Strait & Sound Wealth Management's BA Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Boeing (BA) stake by 1% in Q2 2026, buying an estimated $9.57K and bringing the position to 4,269 shares worth $924K. The position accounts for 0.32% of the portfolio, ranked #71.

Strait & Sound Wealth Management first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $982K in Q4 2022. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Strait & Sound Wealth Management held 4,269 shares of Boeing worth $924K as of Q2 2026.
  • Strait & Sound Wealth Management bought 43 Boeing shares in Q2 2026, an estimated $9.57K.
  • Boeing made up 0.32% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Strait & Sound Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Boeing position peaked at $982K in Q4 2022.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.