WMA
BA icon

Wealth Management Associates’s Boeing BA Stock Holding History

Wealth Management Associates’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 		$704K Buy
3,250
+392
+14% +$87.2K 0.19% 95
2026
Q1 		$569K Sell
2,858
-225
-7% -$51.2K 0.2% 105
2025
Q4 		$669K Buy
3,083
+235
+8% +$48.3K 0.23% 81
2025
Q3 		$615K Buy
+2,848
New +$642K 0.22% 87
2024
Q3 		– Sell
-1,105
Closed -$201K – 210
2024
Q2 		$201K Hold
1,105
– – 0.09% 193
2024
Q1 		$201K Buy
1,105
+174
+19% +$35.8K 0.09% 193
2023
Q4 		$243K Sell
931
-121
-12% -$25.9K 0.13% 167
2023
Q3 		$202K Hold
1,052
– – 0.12% 177
2023
Q2 		$222K Hold
1,052
– – 0.13% 170
2023
Q1 		$224K Sell
1,052
-60
-5% -$12.5K 0.14% 169
2022
Q4 		$212K Buy
+1,112
New +$182K 0.14% 169
2022
Q2 		– Sell
-1,272
Closed -$244K – 178
2022
Q1 		$244K Sell
1,272
-75
-6% -$15.1K 0.14% 169
2021
Q4 		$271K Buy
1,347
+45
+3% +$9.51K 0.15% 159
2021
Q3 		$286K Sell
1,302
-225
-15% -$50.2K 0.17% 140
2021
Q2 		$366K Hold
1,527
– – 0.21% 127
2021
Q1 		$389K Sell
1,527
-125
-8% -$27.8K 0.25% 106
2020
Q4 		$354K Buy
+1,652
New +$318K 0.23% 113
2020
Q3 		– Sell
-1,152
Closed -$211K – 158
2020
Q2 		$211K Sell
1,152
-605
-34% -$93K 0.18% 135
2020
Q1 		$262K Buy
1,757
+233
+15% +$63.8K 0.26% 92
2019
Q4 		$497K Buy
1,524
+51
+3% +$18.1K 0.36% 69
2019
Q3 		$560K Buy
1,473
+811
+123% +$290K 0.45% 52
2019
Q2 		$241K Sell
662
-39
-6% -$14.2K 0.24% 82
2019
Q1 		$267K Buy
+701
New +$270K 0.29% 77

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 Management Associates's BA Position: Q2 2026 in Review

Wealth Management Associates increased its Boeing (BA) stake by 14% in Q2 2026, buying an estimated $87.2K and bringing the position to 3,250 shares worth $704K. The position accounts for 0.19% of the portfolio, ranked #95.

Wealth Management Associates first reported a position in BA in Q1 2019 and has held it in 23 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wealth Management Associates held 3,250 shares of Boeing worth $704K as of Q2 2026.
  • Wealth Management Associates bought 392 Boeing shares in Q2 2026, an estimated $87.2K.
  • Boeing made up 0.19% of Wealth Management Associates's portfolio in Q2 2026, its #95 holding.
  • Wealth Management Associates first reported a position in Boeing in Q1 2019 and has held it in 23 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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