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Wellington-Altus USA’s Boeing BA Stock Holding History

Wellington-Altus USA’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 		$99.5K Hold
500
– – 0.07% 219
2026
Q1 		$108K Hold
500
– – 0.06% 241
2025
Q4 		$109K Buy
+500
New +$103K 0.08% 193

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

Wellington-Altus USA's BA Position: Q2 2026 in Review

Wellington-Altus USA held its Boeing (BA) position steady in Q2 2026 at 500 shares worth $99.5K. The position accounts for 0.07% of the portfolio, ranked #219.

Wellington-Altus USA first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $109K in Q4 2025. 2,631 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wellington-Altus USA held 500 shares of Boeing worth $99.5K as of Q2 2026.
  • Wellington-Altus USA left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.07% of Wellington-Altus USA's portfolio in Q2 2026, its #219 holding.
  • Wellington-Altus USA first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Boeing position peaked at $109K in Q4 2025.
  • 2,631 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.