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Strategic Wealth Advisors’s Boeing BA Stock Holding History

Strategic 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 		$27K Sell
127
-29
-19% -$6.45K 0.02% 133
2026
Q1 		$31K Buy
156
+29
+23% +$6.6K 0.02% 127
2025
Q4 		$27K Buy
+127
New +$26.1K 0.02% 133

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

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

Strategic Wealth Advisors reduced its Boeing (BA) stake by 19% in Q2 2026, selling an estimated $6.45K and leaving 127 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #133.

Strategic Wealth Advisors first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $31K in Q1 2026. 2,615 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Strategic Wealth Advisors held 127 shares of Boeing worth $27K as of Q2 2026.
  • Strategic Wealth Advisors sold 29 Boeing shares in Q2 2026, an estimated $6.45K.
  • Boeing made up 0.02% of Strategic Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Strategic Wealth Advisors first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Boeing position peaked at $31K in Q1 2026.
  • 2,615 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.