WWM
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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
2020
Q4 		– Sell
-900
Closed -$37K – 470
2020
Q3 		$37K Buy
900
+200
+29% +$34.1K 0.01% 437
2020
Q2 		$47K Buy
+700
New +$108K 0.01% 415

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Western Wealth Management's BA Position: Q1 2026 in Review

Western Wealth Management increased its Boeing (BA) stake by 32% in Q1 2026, buying an estimated $603K and bringing the position to 10,984 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #265.

Western Wealth Management first reported a position in BA in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.59M in Q1 2022. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Western Wealth Management held 10,984 shares of Boeing worth $2.19M as of Q1 2026.
  • Western Wealth Management bought 2,648 Boeing shares in Q1 2026, an estimated $603K.
  • Boeing made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #265 holding.
  • Western Wealth Management first reported a position in Boeing in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Boeing position peaked at $5.59M in Q1 2022.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.