Wallace Advisory Group’s Boeing BA Stock Holding History

Wallace Advisory 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	$563K	Buy	2,601 +211	+9%	+$46.9K	0.53%	45
2026 Q1	$476K	Buy	2,390 +872	+57%	+$199K	0.51%	44
2025 Q4	$330K	Sell	1,518 -946	-38%	-$195K	0.35%	80
2025 Q3	$516K	Sell	2,464 -1,106	-31%	-$249K	0.41%	69
2025 Q2	$609K	Buy	3,570 +44	+1%	+$8.31K	0.44%	60
2025 Q1	$624K	Buy	3,526 +853	+32%	+$148K	0.43%	61
2024 Q4	$406K	Buy	2,673 +1,371	+105%	+$215K	0.28%	96
2024 Q3	$237K	Sell	1,302 -37	-3%	-$6.34K	0.17%	154
2024 Q2	$244K	Buy	+1,339	New	+$239K	0.18%	153

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

Wallace Advisory Group's BA Position: Q2 2026 in Review

Wallace Advisory Group increased its Boeing (BA) stake by 8.8% in Q2 2026, buying an estimated $46.9K and bringing the position to 2,601 shares worth $563K. The position accounts for 0.53% of the portfolio, ranked #45.

Wallace Advisory Group first reported a position in BA in Q2 2024 and has held it in 9 quarters since. The position peaked at $624K in Q1 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Wallace Advisory Group held 2,601 shares of Boeing worth $563K as of Q2 2026.
Wallace Advisory Group bought 211 Boeing shares in Q2 2026, an estimated $46.9K.
Boeing made up 0.53% of Wallace Advisory Group's portfolio in Q2 2026, its #45 holding.
Wallace Advisory Group first reported a position in Boeing in Q2 2024 and has held it in 9 quarters since.
Wallace Advisory Group's Boeing position peaked at $624K in Q1 2025.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.