WFA of San Diego’s Boeing BA Stock Holding History

WFA of San Diego’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	$287K	Sell	1,245 -224	-15%	-$49.8K	0.23%	76
2026 Q1	$292K	Hold	1,469	–	–	0.23%	70
2025 Q4	$319K	Sell	1,469 -225	-13%	-$46.3K	0.23%	72
2025 Q3	$366K	Hold	1,694	–	–	0.25%	69
2025 Q2	$355K	Buy	+1,694	New	+$320K	0.26%	68
2024 Q3	$204K	Hold	1,339	–	–	0.17%	90
2024 Q2	$244K	Buy	+1,339	New	+$239K	0.22%	81
2023 Q3	$250K	Sell	1,302 -18	-1%	-$3.94K	0.26%	74
2023 Q2	$279K	Sell	1,320 -800	-38%	-$166K	0.27%	70
2023 Q1	$450K	Sell	2,120 -20	-0.9%	-$4.16K	0.47%	46
2022 Q4	$408K	Hold	2,140	–	–	0.31%	65
2022 Q3	$259K	Buy	2,140 +1,142	+114%	+$175K	0.23%	78
2022 Q2	$136K	Sell	998 -50	-5%	-$7.38K	0.12%	97
2022 Q1	$201K	Sell	1,048 -1,282	-55%	-$257K	0.15%	91
2021 Q4	$469K	Buy	2,330 +1,194	+105%	+$252K	0.27%	72
2021 Q3	$250K	Sell	1,136 -41	-3%	-$9.14K	0.17%	89
2021 Q2	$282K	Buy	1,177 +91	+8%	+$22K	0.22%	73
2021 Q1	$277K	Buy	1,086 +10	+0.9%	+$2.22K	0.23%	75
2020 Q4	$214K	Buy	+1,076	New	+$207K	0.06%	49
2020 Q3	–	Sell	-5,496	Closed	-$1.57M	–	85
2020 Q2	$1.57M	Buy	+5,496	New	+$845K	0.37%	68

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

WFA of San Diego's BA Position: Q2 2026 in Review

WFA of San Diego reduced its Boeing (BA) stake by 15% in Q2 2026, selling an estimated $49.8K and leaving 1,245 shares worth $287K. The position accounts for 0.23% of the portfolio, ranked #76.

WFA of San Diego first reported a position in BA in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.57M in Q2 2020. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

WFA of San Diego held 1,245 shares of Boeing worth $287K as of Q2 2026.
WFA of San Diego sold 224 Boeing shares in Q2 2026, an estimated $49.8K.
Boeing made up 0.23% of WFA of San Diego's portfolio in Q2 2026, its #76 holding.
WFA of San Diego first reported a position in Boeing in Q2 2020 and has held it in 20 quarters since.
WFA of San Diego's Boeing position peaked at $1.57M in Q2 2020.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.