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Strategic Wealth Investment Group’s Boeing BA Stock Holding History

Strategic Wealth Investment 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 		$10M Buy
46,178
+51
+0.1% +$11.3K 1.21% 32
2026
Q1 		$9.18M Buy
46,127
+490
+1% +$112K 1.17% 39
2025
Q4 		$9.91M Sell
45,637
-18,438
-29% -$3.79M 1.22% 32
2025
Q3 		$13.8M Buy
64,075
+58,775
+1,109% +$13.3M 1.16% 34
2025
Q2 		$1.11M Sell
5,300
-203
-4% -$38.3K 1.61% 22
2025
Q1 		$939K Sell
5,503
-80,147
-94% -$13.9M 1.63% 24
2024
Q4 		$15.2M Buy
85,650
+2,726
+3% +$428K 1.67% 20
2024
Q3 		$12.8M Buy
82,924
+31,150
+60% +$5.34M 1.37% 23
2024
Q2 		$9.67M Buy
+51,774
New +$9.23M 1.22% 26
2023
Q4 		$9.23M Buy
35,413
+3,179
+10% +$680K 1.39% 27
2023
Q3 		$6.18M Buy
32,234
+2,674
+9% +$585K 1.12% 30
2023
Q2 		$6.24M Buy
29,560
+652
+2% +$135K 0.99% 30
2023
Q1 		$6.14M Buy
28,908
+2,427
+9% +$504K 1.14% 29
2022
Q4 		$5.55M Buy
26,481
+1,626
+7% +$266K 1.28% 22
2022
Q3 		$3.01M Buy
24,855
+1,421
+6% +$218K 0.87% 35
2022
Q2 		$3.2M Buy
23,434
+189
+0.8% +$27.9K 0.8% 40
2022
Q1 		$4.45M Buy
23,245
+2,282
+11% +$458K 1.06% 30
2021
Q4 		$4.22M Buy
20,963
+1,744
+9% +$368K 1.1% 28
2021
Q3 		$4.19M Buy
19,219
+8,362
+77% +$1.86M 1.25% 21
2021
Q2 		$2.6M Buy
10,857
+2,191
+25% +$530K 0.92% 33
2021
Q1 		$2.21M Sell
8,666
-1,387
-14% -$308K 1.06% 26
2020
Q4 		$2.15M Buy
10,053
+140
+1% +$26.9K 1.26% 17
2020
Q3 		$1.64M Buy
9,913
+1,709
+21% +$291K 1.23% 21
2020
Q2 		$1.5M Buy
+8,204
New +$1.26M 1.47% 17
2020
Q1 		– Sell
-839
Closed -$273K – 45
2019
Q4 		$273K Buy
+839
New +$297K 0.28% 46

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 Investment Group's BA Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its Boeing (BA) stake by 0.11% in Q2 2026, buying an estimated $11.3K and bringing the position to 46,178 shares worth $10M. The position accounts for 1.21% of the portfolio, ranked #32.

Strategic Wealth Investment Group first reported a position in BA in Q4 2019 and has held it in 25 quarters since. The position peaked at $15.2M in Q4 2024. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Strategic Wealth Investment Group held 46,178 shares of Boeing worth $10M as of Q2 2026.
  • Strategic Wealth Investment Group bought 51 Boeing shares in Q2 2026, an estimated $11.3K.
  • Boeing made up 1.21% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #32 holding.
  • Strategic Wealth Investment Group first reported a position in Boeing in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's Boeing position peaked at $15.2M in Q4 2024.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.