Teamwork Financial Advisors’s Boeing BA Stock Holding History

Teamwork Financial 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	$309K	Hold	1,429	–	–	0.03%	160
2026 Q1	$284K	Sell	1,429 -6	-0.4%	-$1.37K	0.03%	184
2025 Q4	$312K	Sell	1,435 -122	-8%	-$25.1K	0.03%	168
2025 Q3	$336K	Sell	1,557 -552	-26%	-$124K	0.03%	164
2025 Q2	$442K	Buy	2,109 +355	+20%	+$67.1K	0.05%	141
2025 Q1	$299K	Sell	1,754 -6,954	-80%	-$1.2M	0.04%	143
2024 Q4	$1.54M	Buy	+8,708	New	+$1.37M	0.2%	71
2024 Q1	–	Sell	-863	Closed	-$225K	–	185
2023 Q4	$225K	Buy	+863	New	+$185K	0.04%	167
2022 Q1	–	Sell	-1,656	Closed	-$333K	–	247
2021 Q4	$333K	Buy	1,656 +284	+21%	+$60K	0.06%	221
2021 Q3	$302K	Buy	1,372 +215	+19%	+$47.9K	0.06%	212
2021 Q2	$277K	Buy	1,157 +297	+35%	+$71.8K	0.06%	207
2021 Q1	$219K	Sell	860 -472	-35%	-$105K	0.05%	218
2020 Q4	$285K	Buy	+1,332	New	+$256K	0.07%	168
2020 Q3	–	Sell	-1,196	Closed	-$219K	–	179
2020 Q2	$219K	Sell	1,196 -2,490	-68%	-$383K	0.08%	167
2020 Q1	$550K	Sell	3,686 -1,114	-23%	-$305K	0.34%	57
2019 Q4	$1.56M	Buy	+4,800	New	+$1.7M	0.94%	23

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

Teamwork Financial Advisors's BA Position: Q2 2026 in Review

Teamwork Financial Advisors held its Boeing (BA) position steady in Q2 2026 at 1,429 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #160.

Teamwork Financial Advisors first reported a position in BA in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.56M in Q4 2019. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Teamwork Financial Advisors held 1,429 shares of Boeing worth $309K as of Q2 2026.
Teamwork Financial Advisors left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.03% of Teamwork Financial Advisors's portfolio in Q2 2026, its #160 holding.
Teamwork Financial Advisors first reported a position in Boeing in Q4 2019 and has held it in 16 quarters since.
Teamwork Financial Advisors's Boeing position peaked at $1.56M in Q4 2019.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.