TAFW
BA icon

Tred Avon Family Wealth’s Boeing BA Stock Holding History

Tred Avon Family Wealth’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 		$437K Hold
2,019
– – 0.13% 189
2026
Q1 		$402K Buy
2,019
+360
+22% +$82K 0.13% 194
2025
Q4 		$360K Hold
1,659
– – 0.12% 196
2025
Q3 		$358K Buy
+1,659
New +$374K 0.12% 189

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's BA Position: Q2 2026 in Review

Tred Avon Family Wealth held its Boeing (BA) position steady in Q2 2026 at 2,019 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #189.

Tred Avon Family Wealth first reported a position in BA in Q3 2025 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Tred Avon Family Wealth held 2,019 shares of Boeing worth $437K as of Q2 2026.
  • Tred Avon Family Wealth left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.13% of Tred Avon Family Wealth's portfolio in Q2 2026, its #189 holding.
  • Tred Avon Family Wealth first reported a position in Boeing in Q3 2025 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.