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Valued Wealth Advisors’s Boeing BA Stock Holding History

Valued 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 		$8.88K Buy
41
+7
+21% +$1.56K ﹤0.01% 330
2026
Q1 		$6.77K Buy
34
+3
+10% +$683 ﹤0.01% 344
2025
Q4 		$6.73K Buy
31
+1
+3% +$206 ﹤0.01% 264
2025
Q3 		$6.47K Hold
30
– – ﹤0.01% 257
2025
Q2 		$6.29K Hold
30
– – ﹤0.01% 257
2025
Q1 		$5.12K Hold
30
– – ﹤0.01% 304
2024
Q4 		$5.31K Sell
30
-8
-21% -$1.25K ﹤0.01% 295
2024
Q3 		$5.78K Buy
38
+5
+15% +$857 ﹤0.01% 272
2024
Q2 		$6.01K Sell
33
-8
-20% -$1.43K ﹤0.01% 254
2024
Q1 		$7.91K Sell
41
-1
-2% -$205 0.01% 211
2023
Q4 		$8.05K Buy
+42
New +$8.98K 0.01% 141

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

Valued Wealth Advisors's BA Position: Q2 2026 in Review

Valued Wealth Advisors increased its Boeing (BA) stake by 21% in Q2 2026, buying an estimated $1.56K and bringing the position to 41 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Valued Wealth Advisors first reported a position in BA in Q4 2023 and has held it in 11 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Valued Wealth Advisors held 41 shares of Boeing worth $8.88K as of Q2 2026.
  • Valued Wealth Advisors bought 7 Boeing shares in Q2 2026, an estimated $1.56K.
  • Boeing made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #330 holding.
  • Valued Wealth Advisors first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.