West Wealth Group’s Boeing BA Stock Holding History

West Wealth Group’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 Q3	$1.45M	Sell	7,773 -98	-1%	-$21K	0.22%	35
2026 Q2	$1.7M	Buy	7,871 +477	+6%	+$106K	0.28%	34
2026 Q1	$1.47M	Buy	7,394 +115	+2%	+$26.2K	0.29%	33
2025 Q4	$1.58M	Buy	7,279 +42	+0.6%	+$8.64K	0.33%	32
2025 Q3	$1.55M	Sell	7,237 -64	-0.9%	-$14.4K	0.35%	32
2025 Q2	$1.64M	Buy	7,301 +68	+0.9%	+$12.8K	0.41%	30
2025 Q1	$1.22M	Buy	7,233 +18	+0.2%	+$3.12K	0.36%	30
2024 Q4	$1.28M	Sell	7,215 -1,215	-14%	-$191K	0.38%	29
2024 Q3	$1.28M	Sell	8,430 -179	-2%	-$30.7K	0.42%	28
2024 Q2	$1.57M	Buy	8,609 +787	+10%	+$140K	0.55%	25
2024 Q1	$1.51M	Hold	7,822	–	–	0.56%	26
2023 Q4	$2.04M	Hold	7,822	–	–	0.8%	20
2023 Q3	$1.5M	Sell	7,822 -131	-2%	-$28.7K	0.65%	23
2023 Q2	$1.68M	Hold	7,953	–	–	0.71%	19
2023 Q1	$1.69M	Hold	7,953	–	–	0.78%	17
2022 Q4	$1.52M	Hold	7,953	–	–	0.75%	19
2022 Q3	$963K	Buy	7,953 +380	+5%	+$58.3K	0.49%	28
2022 Q2	$1.04M	Hold	7,573	–	–	0.48%	27
2022 Q1	$1.45M	Hold	7,573	–	–	0.58%	21
2021 Q4	$1.52M	Buy	+7,573	New	+$1.6M	0.57%	21

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

West Wealth Group's BA Position: Q3 2026 in Review

West Wealth Group reduced its Boeing (BA) stake by 1.2% in Q3 2026, selling an estimated $21K and leaving 7,773 shares worth $1.45M. The position accounts for 0.22% of the portfolio, ranked #35.

West Wealth Group first reported a position in BA in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.04M in Q4 2023. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

West Wealth Group held 7,773 shares of Boeing worth $1.45M as of Q3 2026.
West Wealth Group sold 98 Boeing shares in Q3 2026, an estimated $21K.
Boeing made up 0.22% of West Wealth Group's portfolio in Q3 2026, its #35 holding.
West Wealth Group first reported a position in Boeing in Q4 2021 and has held it in 20 quarters since.
West Wealth Group's Boeing position peaked at $2.04M in Q4 2023.
555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.