WG
BA icon

Wealth Group’s Boeing BA Stock Holding History

Wealth Group’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 		$988K Buy
4,565
+2,140
+88% +$476K 0.25% 63
2026
Q1 		$483K Buy
2,425
+1,400
+137% +$319K 0.45% 49
2025
Q4 		$223K Buy
+1,025
New +$211K 0.22% 79
2024
Q3 		– Sell
-5,251
Closed -$956K – 154
2024
Q2 		$956K Sell
5,251
-76
-1% -$13.5K 0.69% 37
2024
Q1 		$1.03M Buy
+5,327
New +$1.09M 0.78% 36

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 Group's BA Position: Q2 2026 in Review

Wealth Group increased its Boeing (BA) stake by 88% in Q2 2026, buying an estimated $476K and bringing the position to 4,565 shares worth $988K. The position accounts for 0.25% of the portfolio, ranked #63.

Wealth Group first reported a position in BA in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2024. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wealth Group held 4,565 shares of Boeing worth $988K as of Q2 2026.
  • Wealth Group bought 2,140 Boeing shares in Q2 2026, an estimated $476K.
  • Boeing made up 0.25% of Wealth Group's portfolio in Q2 2026, its #63 holding.
  • Wealth Group first reported a position in Boeing in Q1 2024 and has held it in 5 quarters since.
  • Wealth Group's Boeing position peaked at $1.03M in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.