4Wealth Advisors’s Boeing BA Stock Holding History

4Wealth 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 Q3	$886K	Buy	4,722 +443	+10%	+$95K	0.61%	48
2026 Q2	$919K	Buy	4,279 +73	+2%	+$16.2K	0.71%	41
2026 Q1	$796K	Sell	4,206 -598	-12%	-$136K	0.68%	44
2025 Q4	$1.04M	Buy	4,804 +2,139	+80%	+$440K	0.89%	31
2025 Q3	$575K	Sell	2,665 -1,114	-29%	-$251K	0.51%	67
2025 Q2	$792K	Sell	3,779 -2,381	-39%	-$450K	0.8%	32
2025 Q1	$1.05M	Buy	6,160 +852	+16%	+$147K	1.14%	21
2024 Q4	$940K	Buy	+5,308	New	+$833K	0.94%	26

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

4Wealth Advisors's BA Position: Q3 2026 in Review

4Wealth Advisors increased its Boeing (BA) stake by 10% in Q3 2026, buying an estimated $95K and bringing the position to 4,722 shares worth $886K. The position accounts for 0.61% of the portfolio, ranked #48.

4Wealth Advisors first reported a position in BA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q1 2025. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

4Wealth Advisors held 4,722 shares of Boeing worth $886K as of Q3 2026.
4Wealth Advisors bought 443 Boeing shares in Q3 2026, an estimated $95K.
Boeing made up 0.61% of 4Wealth Advisors's portfolio in Q3 2026, its #48 holding.
4Wealth Advisors first reported a position in Boeing in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Boeing position peaked at $1.05M in Q1 2025.
1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.