WCG Wealth Advisors’s Boeing BA Stock Holding History

WCG Wealth Advisors’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	$2.76M	Sell	12,740 -546	-4%	-$121K	0.07%	258
2026 Q1	$2.64M	Buy	13,286 +43	+0.3%	+$9.79K	0.07%	237
2025 Q4	$2.88M	Buy	+13,243	New	+$2.72M	0.08%	217
2022 Q4	–	Sell	-9,849	Closed	-$1.21M	–	163
2022 Q3	$1.21M	Sell	9,849 -521	-5%	-$79.9K	0.16%	108
2022 Q2	$1.42M	Buy	+10,370	New	+$1.53M	0.2%	93

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

WCG Wealth Advisors's BA Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Boeing (BA) stake by 4.1% in Q2 2026, selling an estimated $121K and leaving 12,740 shares worth $2.76M. The position accounts for 0.07% of the portfolio, ranked #258.

WCG Wealth Advisors first reported a position in BA in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.88M in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

WCG Wealth Advisors held 12,740 shares of Boeing worth $2.76M as of Q2 2026.
WCG Wealth Advisors sold 546 Boeing shares in Q2 2026, an estimated $121K.
Boeing made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #258 holding.
WCG Wealth Advisors first reported a position in Boeing in Q2 2022 and has held it in 5 quarters since.
WCG Wealth Advisors's Boeing position peaked at $2.88M in Q4 2025.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.