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Wealth Alliance’s Boeing BA Stock Holding History

Wealth Alliance’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 		$243K Sell
1,124
-339
-23% -$75.4K 0.02% 506
2026
Q1 		$291K Buy
1,463
+284
+24% +$64.7K 0.03% 440
2025
Q4 		$256K Sell
1,179
-290
-20% -$59.6K 0.03% 475
2025
Q3 		$317K Buy
1,469
+272
+23% +$61.3K 0.03% 401
2025
Q2 		$251K Buy
+1,197
New +$226K 0.03% 464
2024
Q4 		– Sell
-1,472
Closed -$224K – 495
2024
Q3 		$224K Sell
1,472
-16
-1% -$2.74K 0.03% 475
2024
Q2 		$271K Sell
1,488
-226
-13% -$40.3K 0.04% 412
2024
Q1 		$331K Buy
1,714
+13
+0.8% +$2.67K 0.04% 372
2023
Q4 		$443K Sell
1,701
-140
-8% -$29.9K 0.06% 278
2023
Q3 		$353K Buy
1,841
+197
+12% +$43.1K 0.06% 306
2023
Q2 		$347K Sell
1,644
-147
-8% -$30.5K 0.05% 331
2023
Q1 		$380K Sell
1,791
-570
-24% -$118K 0.06% 296
2022
Q4 		$450K Buy
2,361
+472
+25% +$77.2K 0.08% 251
2022
Q3 		$228K Sell
1,889
-779
-29% -$119K 0.05% 391
2022
Q2 		$365K Buy
2,668
+411
+18% +$60.6K 0.07% 273
2022
Q1 		$433K Buy
2,257
+956
+73% +$192K 0.09% 245
2021
Q4 		$262K Sell
1,301
-35
-3% -$7.39K 0.05% 359
2021
Q3 		$293K Sell
1,336
-18
-1% -$4.01K 0.07% 320
2021
Q2 		$324K Buy
1,354
+87
+7% +$21K 0.08% 300
2021
Q1 		$323K Buy
1,267
+105
+9% +$23.3K 0.09% 269
2020
Q4 		$249K Buy
+1,162
New +$223K 0.07% 320

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

Wealth Alliance's BA Position: Q2 2026 in Review

Wealth Alliance reduced its Boeing (BA) stake by 23% in Q2 2026, selling an estimated $75.4K and leaving 1,124 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #506.

Wealth Alliance first reported a position in BA in Q4 2020 and has held it in 21 quarters since. The position peaked at $450K in Q4 2022. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wealth Alliance held 1,124 shares of Boeing worth $243K as of Q2 2026.
  • Wealth Alliance sold 339 Boeing shares in Q2 2026, an estimated $75.4K.
  • Boeing made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #506 holding.
  • Wealth Alliance first reported a position in Boeing in Q4 2020 and has held it in 21 quarters since.
  • Wealth Alliance's Boeing position peaked at $450K in Q4 2022.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.