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Western Wealth Management’s Boeing BA Stock Holding History

Western Wealth Management’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 		$2.39M Buy
11,034
+50
+0.5% +$11.1K 0.08% 267
2026
Q1 		$2.19M Buy
10,984
+2,648
+32% +$603K 0.08% 265
2025
Q4 		$1.81M Buy
8,336
+118
+1% +$24.3K 0.08% 231
2025
Q3 		$1.77M Sell
8,218
-144
-2% -$32.5K 0.09% 208
2025
Q2 		$1.75M Buy
8,362
+712
+9% +$134K 0.1% 187
2025
Q1 		$1.3M Sell
7,650
-1,472
-16% -$255K 0.09% 207
2024
Q4 		$1.61M Sell
9,122
-907
-9% -$142K 0.09% 230
2024
Q3 		$1.52M Buy
10,029
+2,213
+28% +$379K 0.09% 239
2024
Q2 		$1.42M Sell
7,816
-2,141
-22% -$382K 0.11% 173
2024
Q1 		$1.92M Sell
9,957
-3,081
-24% -$633K 0.15% 133
2023
Q4 		$3.4M Buy
13,038
+465
+4% +$99.4K 0.24% 83
2023
Q3 		$2.41M Sell
12,573
-45
-0.4% -$9.85K 0.2% 105
2023
Q2 		$2.66M Sell
12,618
-390
-3% -$81K 0.23% 92
2023
Q1 		$2.76M Buy
13,008
+161
+1% +$33.5K 0.26% 93
2022
Q4 		$2.45M Sell
12,847
-10,221
-44% -$1.67M 0.25% 104
2022
Q3 		$2.84M Sell
23,068
-4,593
-17% -$704K 0.16% 141
2022
Q2 		$3.8M Sell
27,661
-1,532
-5% -$226K 0.22% 102
2022
Q1 		$5.59M Buy
29,193
+17,142
+142% +$3.44M 0.27% 80
2021
Q4 		$2.42M Buy
+12,051
New +$2.55M 0.24% 96
2021
Q2 		$3.93M Buy
16,427
+4,787
+41% +$1.16M 0.4% 47
2021
Q1 		$2.96M Buy
11,640
+92
+0.8% +$20.4K 0.4% 53
2020
Q4 		$2.47M Buy
11,548
+2,587
+29% +$497K 0.36% 63
2020
Q3 		$1.48M Sell
8,961
-1,892
-17% -$322K 0.24% 101
2020
Q2 		$1.99M Buy
10,853
+603
+6% +$92.7K 0.36% 58
2020
Q1 		$1.53M Buy
10,250
+3,443
+51% +$942K 0.35% 66
2019
Q4 		$2.22M Sell
6,807
-30
-0.4% -$10.6K 0.34% 66
2019
Q3 		$2.6M Buy
6,837
+365
+6% +$130K 0.54% 38
2019
Q2 		$2.36M Buy
6,472
+125
+2% +$45.6K 0.31% 69
2019
Q1 		$2.42M Sell
6,347
-908
-13% -$350K 0.54% 40
2018
Q4 		$2.33M Buy
+7,255
New +$2.51M 0.63% 30

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

Western Wealth Management's BA Position: Q2 2026 in Review

Western Wealth Management increased its Boeing (BA) stake by 0.46% in Q2 2026, buying an estimated $11.1K and bringing the position to 11,034 shares worth $2.39M. The position accounts for 0.08% of the portfolio, ranked #267.

Western Wealth Management first reported a position in BA in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.59M in Q1 2022. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Western Wealth Management held 11,034 shares of Boeing worth $2.39M as of Q2 2026.
  • Western Wealth Management bought 50 Boeing shares in Q2 2026, an estimated $11.1K.
  • Boeing made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Western Wealth Management first reported a position in Boeing in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Boeing position peaked at $5.59M in Q1 2022.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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