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Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

BA holding history

Boeing Co in every 13F filed by Baron 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)
1,392
Value
$301.3K
% of portfolio
0.1%
Quarters held
8
Since Q4 2022
Holdings of BA by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,392$301.3K0.1%+131+10.4%AddedHolders
Q1 20261,261$251.0K0.1%−92−6.8%ReducedHolders
Q4 20251,353$293.8K0.1%+1,353NewHolders
Q1 20240$00.0%−1,223−100.0%Sold outHolders
Q4 20231,223$318.8K0.2%+5+0.4%AddedHolders
Q3 20231,218$233.5K0.1%+9+0.7%AddedHolders
Q2 20231,209$255.3K0.2%+6+0.5%AddedHolders
Q1 20231,203$255.6K0.2%+113+10.4%AddedHolders
Q4 20221,090$207.6K0.2%–No prior filingHolders