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Walser Wealth Management’s Boeing BA Stock Holding History

Walser 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 		$227K Sell
1,051
-77
-7% -$17.1K 0.09% 196
2026
Q1 		$224K Sell
1,128
-274
-20% -$62.4K 0.1% 167
2025
Q4 		$304K Buy
+1,402
New +$288K 0.16% 103

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

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

Walser Wealth Management reduced its Boeing (BA) stake by 6.8% in Q2 2026, selling an estimated $17.1K and leaving 1,051 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #196.

Walser Wealth Management first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Walser Wealth Management held 1,051 shares of Boeing worth $227K as of Q2 2026.
  • Walser Wealth Management sold 77 Boeing shares in Q2 2026, an estimated $17.1K.
  • Boeing made up 0.09% of Walser Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Walser Wealth Management first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Walser Wealth Management's Boeing position peaked at $304K in Q4 2025.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.