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Traphagen Investment Advisors’s Boeing BA Stock Holding History

Traphagen Investment 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 		$296K Sell
1,366
-127
-9% -$28.3K 0.02% 172
2026
Q1 		$297K Sell
1,493
-84
-5% -$19.1K 0.02% 154
2025
Q4 		$342K Buy
1,577
+183
+13% +$37.6K 0.03% 146
2025
Q3 		$301K Buy
1,394
+10
+0.7% +$2.25K 0.03% 151
2025
Q2 		$290K Buy
1,384
+17
+1% +$3.21K 0.03% 149
2025
Q1 		$233K Sell
1,367
-104
-7% -$18K 0.02% 161
2024
Q4 		$260K Buy
+1,471
New +$231K 0.03% 149
2024
Q2 		– Sell
-1,746
Closed -$337K – 176
2024
Q1 		$337K Sell
1,746
-13
-0.7% -$2.67K 0.04% 126
2023
Q4 		$458K Buy
1,759
+278
+19% +$59.5K 0.05% 107
2023
Q3 		$284K Buy
1,481
+119
+9% +$26K 0.04% 125
2023
Q2 		$288K Buy
+1,362
New +$283K 0.04% 124
2019
Q4 		– Sell
-564
Closed -$215K – 122
2019
Q3 		$215K Buy
564
+2
+0.4% +$715 0.06% 103
2019
Q2 		$205K Buy
562
+32
+6% +$11.7K 0.05% 107
2019
Q1 		$202K Buy
+530
New +$204K 0.06% 102

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

Traphagen Investment Advisors's BA Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its Boeing (BA) stake by 8.5% in Q2 2026, selling an estimated $28.3K and leaving 1,366 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #172.

Traphagen Investment Advisors first reported a position in BA in Q1 2019 and has held it in 14 quarters since. The position peaked at $458K in Q4 2023. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Traphagen Investment Advisors held 1,366 shares of Boeing worth $296K as of Q2 2026.
  • Traphagen Investment Advisors sold 127 Boeing shares in Q2 2026, an estimated $28.3K.
  • Boeing made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • Traphagen Investment Advisors first reported a position in Boeing in Q1 2019 and has held it in 14 quarters since.
  • Traphagen Investment Advisors's Boeing position peaked at $458K in Q4 2023.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.