Strata Wealth Advisors’s Boeing BA Stock Holding History

Strata Wealth Advisors’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	$338K	Buy	1,561 +57	+4%	+$12.7K	0.08%	71
2026 Q1	$299K	Sell	1,504 -8	-0.5%	-$1.82K	0.08%	74
2025 Q4	$328K	Sell	1,512 -468	-24%	-$96.2K	0.09%	66
2025 Q3	$427K	Buy	+1,980	New	+$446K	0.11%	63
2025 Q1	–	Sell	-1,226	Closed	-$217K	–	70
2024 Q4	$217K	Buy	+1,226	New	+$192K	0.07%	77
2024 Q1	–	Sell	-807	Closed	-$210K	–	76
2023 Q4	$210K	Buy	+807	New	+$173K	0.08%	64

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

Strata Wealth Advisors's BA Position: Q2 2026 in Review

Strata Wealth Advisors increased its Boeing (BA) stake by 3.8% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,561 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #71.

Strata Wealth Advisors first reported a position in BA in Q4 2023 and has held it in 6 quarters since. The position peaked at $427K in Q3 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Strata Wealth Advisors held 1,561 shares of Boeing worth $338K as of Q2 2026.
Strata Wealth Advisors bought 57 Boeing shares in Q2 2026, an estimated $12.7K.
Boeing made up 0.08% of Strata Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Strata Wealth Advisors first reported a position in Boeing in Q4 2023 and has held it in 6 quarters since.
Strata Wealth Advisors's Boeing position peaked at $427K in Q3 2025.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.