True Wealth Design’s Boeing BA Stock Holding History

True Wealth Design’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	$207K	Buy	954 +507	+113%	+$113K	0.05%	111
2026 Q1	$89K	Buy	447 +149	+50%	+$33.9K	0.02%	240
2025 Q4	$64.7K	Buy	298 +85	+40%	+$17.5K	0.02%	268
2025 Q3	$45.9K	Buy	213 +11	+5%	+$2.48K	0.01%	339
2025 Q2	$42.3K	Buy	202 +67	+50%	+$12.7K	0.01%	228
2025 Q1	$23K	Buy	135 +32	+31%	+$5.54K	0.01%	322
2024 Q4	$18.2K	Buy	103 +3	+3%	+$471	0.01%	337
2024 Q3	$15.2K	Hold	100	–	–	0.01%	365
2024 Q2	$18.2K	Hold	100	–	–	﹤0.01%	218
2024 Q1	$19.3K	Hold	100	–	–	﹤0.01%	216
2023 Q4	$26.1K	Hold	100	–	–	0.01%	187
2023 Q3	$19.2K	Hold	100	–	–	0.01%	179
2023 Q2	$21.1K	Sell	100 -73	-42%	-$15.2K	0.01%	183
2023 Q1	$36.8K	Hold	173	–	–	0.02%	177
2022 Q4	$33K	Buy	+173	New	+$28.3K	0.02%	167

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

True Wealth Design's BA Position: Q2 2026 in Review

True Wealth Design increased its Boeing (BA) stake by 113% in Q2 2026, buying an estimated $113K and bringing the position to 954 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #111.

True Wealth Design first reported a position in BA in Q4 2022 and has held it in 15 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

True Wealth Design held 954 shares of Boeing worth $207K as of Q2 2026.
True Wealth Design bought 507 Boeing shares in Q2 2026, an estimated $113K.
Boeing made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #111 holding.
True Wealth Design first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.