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Wheelhouse Advisory Group’s Boeing BA Stock Holding History

Wheelhouse Advisory 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 		$531K Buy
2,452
+302
+14% +$67.2K 0.15% 31
2026
Q1 		$428K Buy
2,150
+34
+2% +$7.74K 0.14% 33
2025
Q4 		$462K Buy
+2,116
New +$435K 0.18% 30

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wheelhouse Advisory Group's BA Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Boeing (BA) stake by 14% in Q2 2026, buying an estimated $67.2K and bringing the position to 2,452 shares worth $531K. The position accounts for 0.15% of the portfolio, ranked #31.

Wheelhouse Advisory Group first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 1,740 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wheelhouse Advisory Group held 2,452 shares of Boeing worth $531K as of Q2 2026.
  • Wheelhouse Advisory Group bought 302 Boeing shares in Q2 2026, an estimated $67.2K.
  • Boeing made up 0.15% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #31 holding.
  • Wheelhouse Advisory Group first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 1,740 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.