TRB Wealth Management’s Boeing BA Stock Holding History

TRB 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	$413K	Hold	1,909	–	–	0.06%	167
2026 Q1	$380K	Buy	+1,909	New	+$435K	0.05%	179

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

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

TRB Wealth Management held its Boeing (BA) position steady in Q2 2026 at 1,909 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #167.

TRB Wealth Management first reported a position in BA in Q1 2026 and has held it in 2 quarters since. 2,607 funds tracked by Wall St. Rank hold BA as of Q2 2026.

TRB Wealth Management held 1,909 shares of Boeing worth $413K as of Q2 2026.
TRB Wealth Management left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.06% of TRB Wealth Management's portfolio in Q2 2026, its #167 holding.
TRB Wealth Management first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
2,607 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.