Tandem Wealth Advisors’s Boeing BA Stock Holding History

Tandem 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	$992K	Buy	4,582 +325	+8%	+$72.3K	0.39%	28
2026 Q1	$847K	Buy	4,257 +1,998	+88%	+$455K	0.38%	28
2025 Q4	$490K	Buy	2,259 +395	+21%	+$81.2K	0.22%	39
2025 Q3	$402K	Buy	+1,864	New	+$420K	0.19%	40

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

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

Tandem Wealth Advisors increased its Boeing (BA) stake by 7.6% in Q2 2026, buying an estimated $72.3K and bringing the position to 4,582 shares worth $992K. The position accounts for 0.39% of the portfolio, ranked #28.

Tandem Wealth Advisors first reported a position in BA in Q3 2025 and has held it in 4 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Tandem Wealth Advisors held 4,582 shares of Boeing worth $992K as of Q2 2026.
Tandem Wealth Advisors bought 325 Boeing shares in Q2 2026, an estimated $72.3K.
Boeing made up 0.39% of Tandem Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Tandem Wealth Advisors first reported a position in Boeing in Q3 2025 and has held it in 4 quarters since.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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