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Wealth Preservation Advisors’s Boeing BA Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-25
Closed -$4.98K – 169
2026
Q1 		$4.98K Sell
25
-100
-80% -$22.8K ﹤0.01% 492
2025
Q4 		$27.1K Buy
125
+50
+67% +$10.3K 0.01% 240
2025
Q3 		$16.2K Buy
75
+35
+88% +$7.89K 0.01% 261
2025
Q2 		$8.38K Hold
40
– – 0.01% 307
2025
Q1 		$6.82K Buy
+40
New +$6.92K ﹤0.01% 348

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 Preservation Advisors's BA Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Boeing (BA) in Q2 2026, closing a stake of 25 shares — an estimated $4.98K sold.

Wealth Preservation Advisors first reported a position in BA in Q1 2025 and held it in 5 quarters. The position peaked at $27.1K in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 25 Boeing shares in Q2 2026, an estimated $4.98K.
  • Wealth Preservation Advisors first reported a position in Boeing in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Boeing position peaked at $27.1K in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.