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Act Wealth Management, LLC

SEC CIK
0001814191
Latest filing
Jul 7, 2026

BA holding history

Boeing Co in every 13F filed by Act Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
1,863
Value
$403.2K
% of portfolio
0.1%
Quarters held
8
Since Q1 2021
Holdings of BA by Act Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,863$403.2K0.1%+62+3.4%AddedHolders
Q1 20261,801$358.6K0.1%+250+16.1%AddedHolders
Q4 20251,551$336.9K0.1%+1,551NewHolders
Q3 20250$00.0%−1,076−100.0%Sold outHolders
Q2 20251,076$225.6K0.1%+1,076NewHolders
Q1 20240$00.0%−831−100.0%Sold outHolders
Q4 2023831$216.7K0.1%+831NewHolders
Q4 20210$00.0%−902−100.0%Sold outHolders
Q3 2021902$216.0K0.1%00.0%UnchangedHolders
Q2 2021902$216.0K0.1%+5+0.6%AddedHolders
Q1 2021897$229.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.