WWM
BA icon

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 $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 $3.38T AUM 44.17% 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. 2,634 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.
  • 2,634 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.