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Whipplewood Advisors’s Boeing BA Stock Holding History

Whipplewood Advisors’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 		– Sell
-28
Closed -$5.57K – 672
2026
Q1 		$5.57K Buy
+28
New +$6.38K ﹤0.01% 591
2025
Q3 		– Sell
-38
Closed -$7.96K – 373
2025
Q2 		$7.96K Buy
38
+27
+245% +$5.1K ﹤0.01% 608
2025
Q1 		$7.33K Sell
11
-19
-63% -$3.29K ﹤0.01% 620
2024
Q4 		$5.31K Buy
+30
New +$4.71K ﹤0.01% 687

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

Whipplewood Advisors's BA Position: Q2 2026 in Review

Whipplewood Advisors sold out of Boeing (BA) in Q2 2026, closing a stake of 28 shares — an estimated $5.57K sold.

Whipplewood Advisors first reported a position in BA in Q4 2024 and held it in 4 quarters. The position peaked at $7.96K in Q2 2025. 2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Whipplewood Advisors reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 28 Boeing shares in Q2 2026, an estimated $5.57K.
  • Whipplewood Advisors first reported a position in Boeing in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Boeing position peaked at $7.96K in Q2 2025.
  • 2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.