WealthTrust Axiom’s Boeing BA Stock Holding History

WealthTrust Axiom’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	$3.49M	Buy	16,142 +1,064	+7%	+$237K	0.78%	34
2026 Q1	$3M	Buy	15,078 +10,119	+204%	+$2.3M	0.74%	34
2025 Q4	$1.08M	Buy	4,959 +1,051	+27%	+$216K	0.28%	74
2025 Q3	$844K	Buy	3,908 +260	+7%	+$58.6K	0.23%	92
2025 Q2	$764K	Hold	3,648	–	–	0.22%	94
2025 Q1	$622K	Hold	3,648	–	–	0.19%	111
2024 Q4	$646K	Sell	3,648 -50	-1%	-$7.85K	0.19%	109
2024 Q3	$562K	Buy	3,698 +200	+6%	+$34.3K	0.17%	124
2024 Q2	$637K	Hold	3,498	–	–	0.21%	103
2024 Q1	$675K	Buy	3,498 +136	+4%	+$27.9K	0.22%	102
2023 Q4	$876K	Buy	3,362 +368	+12%	+$78.7K	0.29%	78
2023 Q3	$574K	Sell	2,994 -600	-17%	-$131K	0.21%	103
2023 Q2	$759K	Hold	3,594	–	–	0.25%	88
2023 Q1	$764K	Hold	3,594	–	–	0.26%	85
2022 Q4	$685K	Sell	3,594 -37	-1%	-$6.05K	0.24%	92
2022 Q3	$439K	Buy	3,631 +90	+3%	+$13.8K	0.17%	121
2022 Q2	$484K	Sell	3,541 -65	-2%	-$9.59K	0.17%	118
2022 Q1	$690K	Buy	3,606 +100	+3%	+$20.1K	0.22%	95
2021 Q4	$705K	Hold	3,506	–	–	0.23%	98
2021 Q3	$771K	Sell	3,506 -160	-4%	-$35.7K	0.26%	87
2021 Q2	$878K	Sell	3,666 -40	-1%	-$9.67K	0.28%	78
2021 Q1	$944K	Sell	3,706 -487	-12%	-$108K	0.32%	77
2020 Q4	$897K	Buy	4,193 +200	+5%	+$38.4K	0.33%	73
2020 Q3	$659K	Buy	3,993 +500	+14%	+$85.2K	0.28%	76
2020 Q2	$640K	Sell	3,493 -75	-2%	-$11.5K	0.28%	80
2020 Q1	$532K	Sell	3,568 -535	-13%	-$146K	0.26%	84
2019 Q4	$1.34M	Sell	4,103 -190	-4%	-$67.3K	0.45%	59
2019 Q3	$1.63M	Sell	4,293 -56	-1%	-$20K	0.58%	48
2019 Q2	$1.58M	Sell	4,349 -274	-6%	-$99.9K	0.55%	52
2019 Q1	$1.76M	Buy	4,623 +500	+12%	+$192K	0.63%	45
2018 Q4	$1.33M	Buy	4,123 +50	+1%	+$17.3K	0.54%	54
2018 Q3	$1.51M	Buy	4,073 +570	+16%	+$200K	0.51%	55
2018 Q2	$1.18M	Hold	3,503	–	–	0.41%	64
2018 Q1	$1.15M	Buy	3,503 +500	+17%	+$169K	0.42%	64
2017 Q4	$885K	Hold	3,003	–	–	0.33%	73
2017 Q3	$763K	Sell	3,003 -781	-21%	-$182K	0.29%	84
2017 Q2	$748K	Sell	3,784 -50	-1%	-$9.31K	0.28%	91
2017 Q1	$678K	Buy	3,834 +4	+0.1%	+$681	0.25%	95
2016 Q4	$596K	Buy	3,830 +108	+3%	+$15.8K	0.22%	101
2016 Q3	$490K	Buy	3,722 +204	+6%	+$26.9K	0.18%	108
2016 Q2	$456K	Sell	3,518 -497	-12%	-$64.8K	0.18%	107
2016 Q1	$509K	Buy	4,015 +139	+4%	+$17.2K	0.2%	99
2015 Q4	$560K	Sell	3,876 -33	-0.8%	-$4.75K	0.22%	94
2015 Q3	$511K	Buy	3,909 +3	+0.1%	+$416	0.21%	96
2015 Q2	$541K	Sell	3,906 -1,100	-22%	-$160K	0.2%	98
2015 Q1	$751K	Buy	5,006 +2	+0%	+$291	0.27%	86
2014 Q4	$650K	Buy	5,004 +3	+0.1%	+$380	0.23%	89
2014 Q3	$637K	Buy	5,001 +2	+0%	+$252	0.23%	89
2014 Q2	$636K	Buy	4,999 +2	+0%	+$261	0.22%	90
2014 Q1	$627K	Sell	4,997 -97	-2%	-$12.6K	0.23%	87
2013 Q4	$695K	Sell	5,094 -799	-14%	-$104K	0.27%	76
2013 Q3	$692K	Buy	5,893 +2	+0%	+$215	0.29%	75
2013 Q2	$603K	Buy	+5,891	New	+$560K	0.26%	76

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthTrust Axiom's BA Position: Q2 2026 in Review

WealthTrust Axiom increased its Boeing (BA) stake by 7.1% in Q2 2026, buying an estimated $237K and bringing the position to 16,142 shares worth $3.49M. The position accounts for 0.78% of the portfolio, ranked #34.

WealthTrust Axiom first reported a position in BA in Q2 2013 and has held it in 53 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

WealthTrust Axiom held 16,142 shares of Boeing worth $3.49M as of Q2 2026.
WealthTrust Axiom bought 1,064 Boeing shares in Q2 2026, an estimated $237K.
Boeing made up 0.78% of WealthTrust Axiom's portfolio in Q2 2026, its #34 holding.
WealthTrust Axiom first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.