Worth Financial Advisory Group’s Boeing BA Stock Holding History

Worth Financial 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	$659K	Buy	+3,046	New	+$678K	0.27%	85
2026 Q1	–	Sell	-2,207	Closed	-$479K	–	56
2025 Q4	$479K	Buy	2,207 +375	+20%	+$77.1K	0.23%	102
2025 Q3	$395K	Buy	1,832 +208	+13%	+$46.9K	0.22%	104
2025 Q2	$340K	Buy	1,624 +177	+12%	+$33.4K	0.21%	104
2025 Q1	$247K	Buy	+1,447	New	+$250K	0.16%	139
2024 Q2	–	Sell	-1,515	Closed	-$292K	–	150
2024 Q1	$292K	Sell	1,515 -234	-13%	-$48.1K	0.2%	111
2023 Q4	$456K	Buy	1,749 +496	+40%	+$106K	0.36%	73
2023 Q3	$240K	Buy	+1,253	New	+$274K	0.22%	107

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

Worth Financial Advisory Group's BA Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Boeing (BA) in Q2 2026: 3,046 shares worth $659K. The stake represents 0.27% of the portfolio and ranks #85 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in BA as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in BA in Q3 2023 and has held it in 8 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Worth Financial Advisory Group held 3,046 shares of Boeing worth $659K as of Q2 2026.
Boeing was a new Worth Financial Advisory Group position in Q2 2026.
Boeing made up 0.27% of Worth Financial Advisory Group's portfolio in Q2 2026, its #85 holding.
Worth Financial Advisory Group first reported a position in Boeing in Q3 2023 and has held it in 8 quarters since.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.