SWA
BA icon

Stratos Wealth Advisors’s Boeing BA Stock Holding History

Stratos 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 		$2M Sell
9,258
-459
-5% -$102K 0.11% 186
2026
Q1 		$1.93M Buy
9,717
+1,162
+14% +$265K 0.12% 178
2025
Q4 		$1.86M Buy
8,555
+300
+4% +$61.7K 0.09% 222
2025
Q3 		$1.78M Buy
8,255
+2,247
+37% +$507K 0.09% 235
2025
Q2 		$1.26M Sell
6,008
-535
-8% -$101K 0.07% 279
2025
Q1 		$1.12M Sell
6,543
-259
-4% -$44.8K 0.06% 284
2024
Q4 		$1.2M Sell
6,802
-487
-7% -$76.4K 0.06% 302
2024
Q3 		$1.11M Sell
7,289
-693
-9% -$119K 0.05% 332
2024
Q2 		$1.45M Buy
7,982
+1,721
+27% +$307K 0.07% 260
2024
Q1 		$1.21M Buy
6,261
+491
+9% +$101K 0.07% 295
2023
Q4 		$1.5M Sell
5,770
-1,295
-18% -$277K 0.09% 257
2023
Q3 		$1.35M Buy
+7,065
New +$1.55M 0.09% 248
2022
Q2 		– Sell
-1,220
Closed -$234K – 507
2022
Q1 		$234K Sell
1,220
-319
-21% -$64K 0.02% 483
2021
Q4 		$310K Sell
1,539
-169
-10% -$35.7K 0.02% 458
2021
Q3 		$376K Sell
1,708
-885
-34% -$197K 0.03% 404
2021
Q2 		$621K Sell
2,593
-985
-28% -$238K 0.05% 321
2021
Q1 		$911K Buy
3,578
+1,589
+80% +$353K 0.1% 229
2020
Q4 		$426K Buy
1,989
+430
+28% +$82.7K 0.06% 268
2020
Q3 		$258K Sell
1,559
-77
-5% -$13.1K 0.06% 269
2020
Q2 		$300K Buy
+1,636
New +$251K 0.09% 209
2019
Q4 		– Sell
-1,865
Closed -$709K – 172
2019
Q3 		$709K Sell
1,865
-74
-4% -$26.5K 0.27% 91
2019
Q2 		$706K Hold
1,939
– – 0.28% 85
2019
Q1 		$740K Sell
1,939
-16
-0.8% -$6.16K 0.4% 68
2018
Q4 		$630K Buy
+1,955
New +$675K 0.42% 67

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

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

Stratos Wealth Advisors reduced its Boeing (BA) stake by 4.7% in Q2 2026, selling an estimated $102K and leaving 9,258 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #186.

Stratos Wealth Advisors first reported a position in BA in Q4 2018 and has held it in 24 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Stratos Wealth Advisors held 9,258 shares of Boeing worth $2M as of Q2 2026.
  • Stratos Wealth Advisors sold 459 Boeing shares in Q2 2026, an estimated $102K.
  • Boeing made up 0.11% of Stratos Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Stratos Wealth Advisors first reported a position in Boeing in Q4 2018 and has held it in 24 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.