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Ullmann Wealth Partners Group’s Boeing BA Stock Holding History

Ullmann Wealth Partners Group’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 		$298K Buy
1,378
+52
+4% +$11.6K 0.03% 138
2026
Q1 		$264K Sell
1,326
-308
-19% -$70.1K 0.03% 139
2025
Q4 		$328K Sell
1,634
-2
-0.1% -$411 0.03% 123
2025
Q3 		$353K Buy
1,636
+6
+0.4% +$1.35K 0.04% 118
2025
Q2 		$342K Buy
1,630
+27
+2% +$5.1K 0.04% 113
2025
Q1 		$273K Hold
1,603
– – 0.04% 119
2024
Q4 		$284K Sell
1,603
-11
-0.7% -$1.73K 0.04% 116
2024
Q3 		$245K Buy
1,614
+359
+29% +$61.6K 0.03% 120
2024
Q2 		$228K Sell
1,255
-18
-1% -$3.21K 0.03% 103
2024
Q1 		$246K Buy
1,273
+3
+0.2% +$616 0.04% 101
2023
Q4 		$331K Sell
1,270
-3
-0.2% -$642 0.05% 84
2023
Q3 		$244K Buy
1,273
+267
+27% +$58.4K 0.05% 90
2023
Q2 		$212K Buy
1,006
+5
+0.5% +$1.04K 0.04% 95
2023
Q1 		$213K Buy
+1,001
New +$208K 0.05% 87
2021
Q3 		– Sell
-843
Closed -$202K – 83
2021
Q2 		$202K Buy
843
+3
+0.4% +$725 0.08% 82
2021
Q1 		$214K Buy
+840
New +$187K 0.1% 79

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

Ullmann Wealth Partners Group's BA Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Boeing (BA) stake by 3.9% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,378 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #138.

Ullmann Wealth Partners Group first reported a position in BA in Q1 2021 and has held it in 16 quarters since. The position peaked at $353K in Q3 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Ullmann Wealth Partners Group held 1,378 shares of Boeing worth $298K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 52 Boeing shares in Q2 2026, an estimated $11.6K.
  • Boeing made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #138 holding.
  • Ullmann Wealth Partners Group first reported a position in Boeing in Q1 2021 and has held it in 16 quarters since.
  • Ullmann Wealth Partners Group's Boeing position peaked at $353K in Q3 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.