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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Management Associates's BA Position: Q1 2026 in Review

Wealth Management Associates reduced its Boeing (BA) stake by 7.3% in Q1 2026, selling an estimated $51.2K and leaving 2,858 shares worth $569K. The position accounts for 0.2% of the portfolio, ranked #105.

Wealth Management Associates first reported a position in BA in Q1 2019 and has held it in 22 quarters since. The position peaked at $669K in Q4 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Wealth Management Associates held 2,858 shares of Boeing worth $569K as of Q1 2026.
  • Wealth Management Associates sold 225 Boeing shares in Q1 2026, an estimated $51.2K.
  • Boeing made up 0.2% of Wealth Management Associates's portfolio in Q1 2026, its #105 holding.
  • Wealth Management Associates first reported a position in Boeing in Q1 2019 and has held it in 22 quarters since.
  • Wealth Management Associates's Boeing position peaked at $669K in Q4 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.