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VSM Wealth Advisory’s Boeing BA Stock Holding History

VSM Wealth Advisory’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 		$23.8K Hold
110
– – 0.01% 285
2026
Q1 		$21.9K Buy
110
+20
+22% +$4.55K 0.01% 283
2025
Q4 		$19.5K Hold
90
– – 0.01% 267
2025
Q3 		$19.4K Hold
90
– – 0.01% 279
2025
Q2 		$18.9K Hold
90
– – 0.01% 312
2025
Q1 		$15.3K Hold
90
– – 0.01% 300
2024
Q4 		$15.9K Buy
+90
New +$14.1K 0.01% 296

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

VSM Wealth Advisory's BA Position: Q2 2026 in Review

VSM Wealth Advisory held its Boeing (BA) position steady in Q2 2026 at 110 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #285.

VSM Wealth Advisory first reported a position in BA in Q4 2024 and has held it in 7 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • VSM Wealth Advisory held 110 shares of Boeing worth $23.8K as of Q2 2026.
  • VSM Wealth Advisory left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #285 holding.
  • VSM Wealth Advisory first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.