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Tradition Wealth Management’s Boeing BA Stock Holding History

Tradition 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 		$380K Sell
1,756
-20
-1% -$4.45K 0.02% 363
2026
Q1 		$353K Buy
1,776
+124
+8% +$28.2K 0.03% 356
2025
Q4 		$359K Sell
1,652
-109
-6% -$22.4K 0.03% 345
2025
Q3 		$380K Sell
1,761
-414
-19% -$93.3K 0.03% 329
2025
Q2 		$456K Buy
2,175
+3
+0.1% +$567 0.04% 281
2025
Q1 		$370K Buy
2,172
+3
+0.1% +$519 0.03% 296
2024
Q4 		$384K Buy
2,169
+13
+0.6% +$2.04K 0.03% 289
2024
Q3 		$328K Buy
2,156
+370
+21% +$63.4K 0.03% 308
2024
Q2 		$325K Buy
1,786
+55
+3% +$9.8K 0.03% 300
2024
Q1 		$334K Sell
1,731
-638
-27% -$131K 0.03% 290
2023
Q4 		$618K Hold
2,369
– – 0.06% 156
2023
Q3 		$454K Buy
2,369
+50
+2% +$10.9K 0.05% 191
2023
Q2 		$490K Buy
2,319
+85
+4% +$17.7K 0.06% 180
2023
Q1 		$475K Sell
2,234
-30
-1% -$6.23K 0.06% 178
2022
Q4 		$431K Sell
2,264
-195
-8% -$31.9K 0.06% 177
2022
Q3 		$298K Sell
2,459
-9
-0.4% -$1.38K 0.04% 207
2022
Q2 		$337K Sell
2,468
-1,486
-38% -$219K 0.05% 198
2022
Q1 		$757K Sell
3,954
-72
-2% -$14.5K 0.1% 143
2021
Q4 		$811K Sell
4,026
-2,560
-39% -$541K 0.1% 141
2021
Q3 		$1.45M Sell
6,586
-40
-0.6% -$8.92K 0.21% 104
2021
Q2 		$1.59M Buy
6,626
+610
+10% +$147K 0.24% 99
2021
Q1 		$1.53M Buy
6,016
+3,453
+135% +$767K 0.27% 87
2020
Q4 		$549K Buy
+2,563
New +$493K 0.11% 141

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

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

Tradition Wealth Management reduced its Boeing (BA) stake by 1.1% in Q2 2026, selling an estimated $4.45K and leaving 1,756 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #363.

Tradition Wealth Management first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q2 2021. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Tradition Wealth Management held 1,756 shares of Boeing worth $380K as of Q2 2026.
  • Tradition Wealth Management sold 20 Boeing shares in Q2 2026, an estimated $4.45K.
  • Boeing made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Tradition Wealth Management first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Boeing position peaked at $1.59M in Q2 2021.
  • 2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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