TWM
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Trueblood Wealth Management’s Boeing BA Stock Holding History

Trueblood 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 		$626K Buy
2,892
+16
+0.6% +$3.56K 0.22% 132
2026
Q1 		$572K Buy
2,876
+84
+3% +$19.1K 0.22% 134
2025
Q4 		$606K Buy
2,792
+291
+12% +$59.8K 0.24% 131
2025
Q3 		$540K Buy
2,501
+1,004
+67% +$226K 0.21% 142
2025
Q2 		$314K Buy
1,497
+267
+22% +$50.4K 0.13% 194
2025
Q1 		$210K Sell
1,230
-10
-0.8% -$1.73K 0.1% 222
2024
Q4 		$219K Sell
1,240
-156
-11% -$24.5K 0.11% 213
2024
Q3 		$212K Buy
1,396
+2
+0.1% +$343 0.11% 222
2024
Q2 		$254K Sell
1,394
-35
-2% -$6.24K 0.14% 186
2024
Q1 		$276K Sell
1,429
-600
-30% -$123K 0.16% 169
2023
Q4 		$529K Buy
+2,029
New +$434K 0.33% 98

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

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

Trueblood Wealth Management increased its Boeing (BA) stake by 0.56% in Q2 2026, buying an estimated $3.56K and bringing the position to 2,892 shares worth $626K. The position accounts for 0.22% of the portfolio, ranked #132.

Trueblood Wealth Management first reported a position in BA in Q4 2023 and has held it in 11 quarters since. 2,619 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Trueblood Wealth Management held 2,892 shares of Boeing worth $626K as of Q2 2026.
  • Trueblood Wealth Management bought 16 Boeing shares in Q2 2026, an estimated $3.56K.
  • Boeing made up 0.22% of Trueblood Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Trueblood Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • 2,619 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.