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WMG Financial Advisors’s Boeing BA Stock Holding History

WMG Financial 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 		$398K Sell
1,840
-54
-3% -$12K 0.15% 65
2026
Q1 		$377K Sell
1,894
-720
-28% -$164K 0.16% 61
2025
Q4 		$568K Buy
2,614
+101
+4% +$20.8K 0.23% 53
2025
Q3 		$542K Buy
2,513
+155
+7% +$34.9K 0.18% 85
2025
Q2 		$494K Sell
2,358
-241
-9% -$45.5K 0.18% 79
2025
Q1 		$443K Sell
2,599
-76
-3% -$13.2K 0.19% 80
2024
Q4 		$473K Buy
2,675
+235
+10% +$36.9K 0.2% 77
2024
Q3 		$371K Sell
2,440
-49
-2% -$8.4K 0.17% 87
2024
Q2 		$453K Sell
2,489
-108
-4% -$19.3K 0.24% 67
2024
Q1 		$501K Buy
2,597
+67
+3% +$13.8K 0.29% 61
2023
Q4 		$659K Sell
2,530
-1,000
-28% -$214K 0.43% 46
2023
Q3 		$677K Sell
3,530
-50
-1% -$10.9K 0.57% 39
2023
Q2 		$756K Buy
3,580
+30
+0.8% +$6.23K 0.56% 45
2023
Q1 		$761K Sell
3,550
-500
-12% -$104K 0.63% 43
2022
Q4 		$771K Hold
4,050
– – 0.66% 46
2022
Q3 		$489K Buy
4,050
+75
+2% +$11.5K 0.44% 60
2022
Q2 		$545K Sell
3,975
-8
-0.2% -$1.18K 0.47% 57
2022
Q1 		$768K Hold
3,983
– – 0.56% 41
2021
Q4 		$801K Buy
+3,983
New +$842K 0.62% 42

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WMG Financial Advisors's BA Position: Q2 2026 in Review

WMG Financial Advisors reduced its Boeing (BA) stake by 2.9% in Q2 2026, selling an estimated $12K and leaving 1,840 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #65.

WMG Financial Advisors first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $801K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • WMG Financial Advisors held 1,840 shares of Boeing worth $398K as of Q2 2026.
  • WMG Financial Advisors sold 54 Boeing shares in Q2 2026, an estimated $12K.
  • Boeing made up 0.15% of WMG Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • WMG Financial Advisors first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Boeing position peaked at $801K in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.