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Strategies Wealth Advisors’s Boeing BA Stock Holding History

Strategies 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 		$484K Sell
2,234
-4
-0.2% -$890 0.04% 121
2026
Q1 		$445K Sell
2,238
-34
-1% -$7.74K 0.04% 109
2025
Q4 		$493K Sell
2,272
-82
-3% -$16.9K 0.05% 100
2025
Q3 		$508K Sell
2,354
-11
-0.5% -$2.48K 0.05% 105
2025
Q2 		$495K Buy
2,365
+42
+2% +$7.93K 0.05% 102
2025
Q1 		$396K Buy
+2,323
New +$402K 0.05% 120

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

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

Strategies Wealth Advisors reduced its Boeing (BA) stake by 0.18% in Q2 2026, selling an estimated $890 and leaving 2,234 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #121.

Strategies Wealth Advisors first reported a position in BA in Q1 2025 and has held it in 6 quarters since. The position peaked at $508K in Q3 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Strategies Wealth Advisors held 2,234 shares of Boeing worth $484K as of Q2 2026.
  • Strategies Wealth Advisors sold 4 Boeing shares in Q2 2026, an estimated $890.
  • Boeing made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Strategies Wealth Advisors first reported a position in Boeing in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Boeing position peaked at $508K in Q3 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.