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TritonPoint Wealth’s Boeing BA Stock Holding History

TritonPoint 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 		$8.79M Sell
40,627
-199
-0.5% -$44.3K 0.86% 28
2026
Q1 		$8.13M Sell
40,826
-371
-0.9% -$84.5K 0.87% 30
2025
Q4 		$8.94M Sell
41,197
-5,953
-13% -$1.22M 0.91% 28
2025
Q3 		$10.2M Buy
47,150
+78
+0.2% +$17.6K 0.87% 26
2025
Q2 		$9.86M Sell
47,072
-1,254
-3% -$237K 0.91% 26
2025
Q1 		$8.24M Buy
48,326
+767
+2% +$133K 0.78% 33
2024
Q4 		$8.42M Sell
47,559
-19,469
-29% -$3.06M 0.76% 31
2024
Q3 		$10.5M Buy
67,028
+5,871
+10% +$1.01M 0.96% 26
2024
Q2 		$11.1M Sell
61,157
-964
-2% -$172K 1.07% 23
2024
Q1 		$9.32M Buy
62,121
+23,607
+61% +$4.85M 0.97% 26
2023
Q4 		$10M Buy
+38,514
New +$8.24M 0.98% 25

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

TritonPoint Wealth's BA Position: Q2 2026 in Review

TritonPoint Wealth reduced its Boeing (BA) stake by 0.49% in Q2 2026, selling an estimated $44.3K and leaving 40,627 shares worth $8.79M. The position accounts for 0.86% of the portfolio, ranked #28.

TritonPoint Wealth first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q2 2024. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • TritonPoint Wealth held 40,627 shares of Boeing worth $8.79M as of Q2 2026.
  • TritonPoint Wealth sold 199 Boeing shares in Q2 2026, an estimated $44.3K.
  • Boeing made up 0.86% of TritonPoint Wealth's portfolio in Q2 2026, its #28 holding.
  • TritonPoint Wealth first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Boeing position peaked at $11.1M in Q2 2024.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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