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 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

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

TrueWealth Advisors's BA Position: Q2 2026 in Review

TrueWealth Advisors reduced its Boeing (BA) stake by 2.7% in Q2 2026, selling an estimated $10.2K and leaving 1,648 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #181.

TrueWealth Advisors first reported a position in BA in Q3 2021 and has held it in 19 quarters since. The position peaked at $430K in Q4 2023. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

TrueWealth Advisors held 1,648 shares of Boeing worth $357K as of Q2 2026.
TrueWealth Advisors sold 46 Boeing shares in Q2 2026, an estimated $10.2K.
Boeing made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #181 holding.
TrueWealth Advisors first reported a position in Boeing in Q3 2021 and has held it in 19 quarters since.
TrueWealth Advisors's Boeing position peaked at $430K in Q4 2023.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.