Twin Peaks Wealth Advisors’s Boeing BA Stock Holding History

Twin Peaks Wealth 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	–	Sell	-523	Closed	-$104K	–	413
2026 Q1	$104K	Buy	+523	New	+$119K	0.03%	285
2025 Q3	–	Sell	-645	Closed	-$150K	–	351
2025 Q2	$150K	Buy	+645	New	+$122K	0.05%	183

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

Twin Peaks Wealth Advisors's BA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Boeing (BA) in Q2 2026, closing a stake of 523 shares — an estimated $104K sold.

Twin Peaks Wealth Advisors first reported a position in BA in Q2 2025 and held it in 2 quarters. The position peaked at $150K in Q2 2025. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 523 Boeing shares in Q2 2026, an estimated $104K.
Twin Peaks Wealth Advisors first reported a position in Boeing in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Boeing position peaked at $150K in Q2 2025.
2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.