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 Q3	–	Sell	-1,266	Closed	-$281K	–	302
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%	+$5.68K	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%	-$1.4K	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 New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Waterfront Wealth's BA Position: Q3 2026 in Review

Waterfront Wealth sold out of Boeing (BA) in Q3 2026, closing a stake of 1,266 shares — an estimated $281K sold.

Waterfront Wealth first reported a position in BA in Q4 2020 and held it in 23 quarters. The position peaked at $434K in Q4 2023. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Waterfront Wealth reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
Waterfront Wealth sold 1,266 Boeing shares in Q3 2026, an estimated $281K.
Waterfront Wealth first reported a position in Boeing in Q4 2020 and held it in 23 quarters.
Waterfront Wealth's Boeing position peaked at $434K in Q4 2023.
2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.