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Waterfront Wealth’s Boeing BA Stock Holding History

Waterfront Wealth’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 		$281K Hold
1,266
– – 0.04% 262
2026
Q1 		$252K Hold
1,266
– – 0.05% 256
2025
Q4 		$315K Sell
1,266
-82
-6% -$16.9K 0.06% 227
2025
Q3 		$290K Buy
1,348
+7
+0.5% +$1.58K 0.06% 232
2025
Q2 		$281K Sell
1,341
-25
-2% -$4.72K 0.06% 228
2025
Q1 		$233K Hold
1,366
– – 0.06% 237
2024
Q4 		$242K Hold
1,366
– – 0.06% 233
2024
Q3 		$212K Hold
1,366
– – 0.05% 245
2024
Q2 		$249K Sell
1,366
-301
-18% -$53.7K 0.07% 223
2024
Q1 		$277K Hold
1,667
– – 0.08% 213
2023
Q4 		$434K Hold
1,667
– – 0.13% 174
2023
Q3 		$303K Hold
1,667
– – 0.1% 193
2023
Q2 		$357K Hold
1,667
– – 0.11% 187
2023
Q1 		$354K Hold
1,667
– – 0.12% 186
2022
Q4 		$352K Sell
1,667
-37
-2% -$6.05K 0.12% 187
2022
Q3 		$242K Buy
1,704
+37
+2% +$5.67K 0.09% 209
2022
Q2 		$228K Buy
1,667
+100
+6% +$14.8K 0.09% 206
2022
Q1 		$276K Sell
1,567
-7
-0.4% -$1.41K 0.1% 198
2021
Q4 		$317K Buy
1,574
+7
+0.4% +$1.48K 0.13% 160
2021
Q3 		$345K Hold
1,567
– – 0.17% 121
2021
Q2 		$375K Hold
1,567
– – 0.18% 117
2021
Q1 		$396K Hold
1,567
– – 0.2% 112
2020
Q4 		$335K Buy
+1,567
New +$301K 0.24% 93

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

Waterfront Wealth's BA Position: Q2 2026 in Review

Waterfront Wealth held its Boeing (BA) position steady in Q2 2026 at 1,266 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #262.

Waterfront Wealth first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $434K in Q4 2023. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Waterfront Wealth held 1,266 shares of Boeing worth $281K as of Q2 2026.
  • Waterfront Wealth left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.04% of Waterfront Wealth's portfolio in Q2 2026, its #262 holding.
  • Waterfront Wealth first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's Boeing position peaked at $434K in Q4 2023.
  • 2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.