TrueWealth Advisors’s Boeing BA Stock Holding History

TrueWealth Advisors’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 Q3	$440K	Buy	2,365 +717	+44%	+$154K	0.1%	160
2026 Q2	$357K	Sell	1,648 -46	-3%	-$10.2K	0.08%	181
2026 Q1	$337K	Buy	1,694 +46	+3%	+$10.5K	0.08%	188
2025 Q4	$358K	Hold	1,648	–	–	0.09%	173
2025 Q3	$356K	Hold	1,648	–	–	0.1%	163
2025 Q2	$345K	Hold	1,648	–	–	0.1%	159
2025 Q1	$281K	Sell	1,648 -17	-1%	-$2.94K	0.09%	169
2024 Q4	$295K	Buy	1,665 +17	+1%	+$2.67K	0.1%	171
2024 Q3	$251K	Hold	1,648	–	–	0.08%	188
2024 Q2	$300K	Hold	1,648	–	–	0.11%	158
2024 Q1	$318K	Hold	1,648	–	–	0.12%	140
2023 Q4	$430K	Hold	1,648	–	–	0.17%	99
2023 Q3	$316K	Hold	1,648	–	–	0.13%	119
2023 Q2	$348K	Hold	1,648	–	–	0.14%	112
2023 Q1	$350K	Hold	1,648	–	–	0.15%	115
2022 Q4	$314K	Buy	+1,648	New	+$270K	0.14%	127
2022 Q3	–	Sell	-1,648	Closed	-$225K	–	163
2022 Q2	$225K	Sell	1,648 -299	-15%	-$44.1K	0.1%	148
2022 Q1	$392K	Hold	1,947	–	–	0.18%	112
2021 Q4	$392K	Hold	1,947	–	–	0.18%	112
2021 Q3	$428K	Buy	+1,947	New	+$434K	0.24%	80

Other funds holding BA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TrueWealth Advisors's BA Position: Q3 2026 in Review

TrueWealth Advisors increased its Boeing (BA) stake by 44% in Q3 2026, buying an estimated $154K and bringing the position to 2,365 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #160.

TrueWealth Advisors first reported a position in BA in Q3 2021 and has held it in 20 quarters since. 1,466 funds tracked by Wall St. Rank hold BA as of Q3 2026.

TrueWealth Advisors held 2,365 shares of Boeing worth $440K as of Q3 2026.
TrueWealth Advisors bought 717 Boeing shares in Q3 2026, an estimated $154K.
Boeing made up 0.1% of TrueWealth Advisors's portfolio in Q3 2026, its #160 holding.
TrueWealth Advisors first reported a position in Boeing in Q3 2021 and has held it in 20 quarters since.
1,466 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.