Vertrix Wealth Management’s Boeing BA Stock Holding History

Vertrix Wealth Management’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	$1.31M	Buy	6,046 +6	+0.1%	+$1.33K	0.44%	59
2026 Q1	$1.2M	Buy	+6,040	New	+$1.38M	0.44%	54

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

Vertrix Wealth Management's BA Position: Q2 2026 in Review

Vertrix Wealth Management increased its Boeing (BA) stake by 0.1% in Q2 2026, buying an estimated $1.33K and bringing the position to 6,046 shares worth $1.31M. The position accounts for 0.44% of the portfolio, ranked #59.

Vertrix Wealth Management first reported a position in BA in Q1 2026 and has held it in 2 quarters since. 2,608 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Vertrix Wealth Management held 6,046 shares of Boeing worth $1.31M as of Q2 2026.
Vertrix Wealth Management bought 6 Boeing shares in Q2 2026, an estimated $1.33K.
Boeing made up 0.44% of Vertrix Wealth Management's portfolio in Q2 2026, its #59 holding.
Vertrix Wealth Management first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
2,608 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.