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 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	$1.03M	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

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

West Wealth Group's BA Position: Q2 2026 in Review

West Wealth Group increased its Boeing (BA) stake by 6.5% in Q2 2026, buying an estimated $106K and bringing the position to 7,871 shares worth $1.7M. The position accounts for 0.28% of the portfolio, ranked #34.

West Wealth Group first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

West Wealth Group held 7,871 shares of Boeing worth $1.7M as of Q2 2026.
West Wealth Group bought 477 Boeing shares in Q2 2026, an estimated $106K.
Boeing made up 0.28% of West Wealth Group's portfolio in Q2 2026, its #34 holding.
West Wealth Group first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
West Wealth Group's Boeing position peaked at $2.04M in Q4 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.