WE
BA icon

Wealth Effects’s Boeing BA Stock Holding History

Wealth Effects’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 		$2.58M Sell
11,906
-70
-0.6% -$15.6K 0.7% 30
2026
Q1 		$2.38M Buy
11,976
+619
+5% +$141K 0.84% 23
2025
Q4 		$2.47M Buy
11,357
+1,038
+10% +$213K 0.77% 21
2025
Q3 		$2.23M Buy
10,319
+94
+0.9% +$21.2K 0.72% 28
2025
Q2 		$2.14M Buy
10,225
+609
+6% +$115K 0.8% 26
2025
Q1 		$1.64M Buy
9,616
+160
+2% +$27.7K 0.69% 30
2024
Q4 		$1.67M Sell
9,456
-1,716
-15% -$269K 0.59% 33
2024
Q3 		$1.7M Buy
11,172
+176
+2% +$30.2K 0.6% 38
2024
Q2 		$2M Buy
10,996
+577
+6% +$103K 0.73% 25
2024
Q1 		$2.01M Buy
10,419
+805
+8% +$165K 0.74% 22
2023
Q4 		$2.51M Buy
9,614
+1,366
+17% +$292K 0.94% 17
2023
Q3 		$1.58M Buy
8,248
+318
+4% +$69.6K 0.78% 23
2023
Q2 		$1.67M Buy
7,930
+242
+3% +$50.3K 0.74% 24
2023
Q1 		$1.63M Buy
7,688
+113
+1% +$23.5K 0.84% 24
2022
Q4 		$1.44M Sell
7,575
-373
-5% -$61K 0.82% 31
2022
Q3 		$962K Sell
7,948
-1,183
-13% -$181K 0.59% 42
2022
Q2 		$1.25M Buy
9,131
+75
+0.8% +$11.1K 0.75% 33
2022
Q1 		$1.73M Buy
9,056
+340
+4% +$68.2K 0.81% 26
2021
Q4 		$1.75M Buy
+8,716
New +$1.84M 0.73% 27

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 Effects's BA Position: Q2 2026 in Review

Wealth Effects reduced its Boeing (BA) stake by 0.58% in Q2 2026, selling an estimated $15.6K and leaving 11,906 shares worth $2.58M. The position accounts for 0.7% of the portfolio, ranked #30.

Wealth Effects first reported a position in BA in Q4 2021 and has held it in 19 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wealth Effects held 11,906 shares of Boeing worth $2.58M as of Q2 2026.
  • Wealth Effects sold 70 Boeing shares in Q2 2026, an estimated $15.6K.
  • Boeing made up 0.7% of Wealth Effects's portfolio in Q2 2026, its #30 holding.
  • Wealth Effects first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.