Tradition Wealth Management
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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
Q3 		$335K Buy
1,799
+43
+2% +$9.22K 0.02% 402
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Tradition Wealth Management's BA Position: Q3 2026 in Review

Tradition Wealth Management increased its Boeing (BA) stake by 2.4% in Q3 2026, buying an estimated $9.22K and bringing the position to 1,799 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #402.

Tradition Wealth Management first reported a position in BA in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.59M in Q2 2021. 1,771 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Tradition Wealth Management held 1,799 shares of Boeing worth $335K as of Q3 2026.
  • Tradition Wealth Management bought 43 Boeing shares in Q3 2026, an estimated $9.22K.
  • Boeing made up 0.02% of Tradition Wealth Management's portfolio in Q3 2026, its #402 holding.
  • Tradition Wealth Management first reported a position in Boeing in Q4 2020 and has held it in 24 quarters since.
  • Tradition Wealth Management's Boeing position peaked at $1.59M in Q2 2021.
  • 1,771 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.