Tolleson Wealth Management’s Boeing BA Stock Holding History

Tolleson Wealth Management’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	$238K	Hold	1,100	–	–	0.03%	88
2026 Q1	$219K	Hold	1,100	–	–	0.03%	89
2025 Q4	$239K	Sell	1,100 -64	-5%	-$13.2K	0.03%	89
2025 Q3	$251K	Buy	1,164 +64	+6%	+$14.4K	0.04%	85
2025 Q2	$230K	Buy	+1,100	New	+$208K	0.04%	82
2024 Q3	–	Sell	-1,109	Closed	-$202K	–	83
2024 Q2	$202K	Buy	1,109 +21	+2%	+$3.74K	0.04%	80
2024 Q1	$210K	Sell	1,088 -87	-7%	-$17.9K	0.04%	80
2023 Q4	$306K	Buy	1,175 +100	+9%	+$21.4K	0.06%	72
2023 Q3	$206K	Hold	1,075	–	–	0.05%	77
2023 Q2	$227K	Hold	1,075	–	–	0.05%	78
2023 Q1	$228K	Hold	1,075	–	–	0.06%	71
2022 Q4	$205K	Buy	+1,075	New	+$176K	0.06%	76
2022 Q2	–	Sell	-1,075	Closed	-$206K	–	69
2022 Q1	$206K	Hold	1,075	–	–	0.06%	69
2021 Q4	$216K	Hold	1,075	–	–	0.06%	69
2021 Q3	$236K	Sell	1,075 -119	-10%	-$26.5K	0.07%	61
2021 Q2	$286K	Hold	1,194	–	–	0.08%	63
2021 Q1	$304K	Hold	1,194	–	–	0.09%	62
2020 Q4	$256K	Buy	+1,194	New	+$230K	0.08%	60
2020 Q3	–	Sell	-1,194	Closed	-$219K	–	64
2020 Q2	$219K	Buy	+1,194	New	+$184K	0.1%	63
2020 Q1	–	Sell	-1,194	Closed	-$389K	–	63
2019 Q4	$389K	Hold	1,194	–	–	0.19%	42
2019 Q3	$454K	Hold	1,194	–	–	0.25%	37
2019 Q2	$435K	Hold	1,194	–	–	0.3%	29
2019 Q1	$455K	Hold	1,194	–	–	0.31%	28
2018 Q4	$385K	Buy	+1,194	New	+$412K	0.23%	33

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

Tolleson Wealth Management's BA Position: Q2 2026 in Review

Tolleson Wealth Management held its Boeing (BA) position steady in Q2 2026 at 1,100 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #88.

Tolleson Wealth Management first reported a position in BA in Q4 2018 and has held it in 24 quarters since. The position peaked at $455K in Q1 2019. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Tolleson Wealth Management held 1,100 shares of Boeing worth $238K as of Q2 2026.
Tolleson Wealth Management left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.03% of Tolleson Wealth Management's portfolio in Q2 2026, its #88 holding.
Tolleson Wealth Management first reported a position in Boeing in Q4 2018 and has held it in 24 quarters since.
Tolleson Wealth Management's Boeing position peaked at $455K in Q1 2019.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.