AWA
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Aaron Wealth Advisors’s Boeing BA Stock Holding History

Aaron Wealth 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 		$1.33M Sell
7,133
-1,151
-14% -$247K 0.06% 182
2026
Q2 		$1.79M Buy
8,284
+1,226
+17% +$273K 0.09% 142
2026
Q1 		$1.4M Buy
7,058
+5,162
+272% +$1.18M 0.08% 156
2025
Q4 		$412K Sell
1,896
-5,029
-73% -$1.03M 0.02% 490
2025
Q3 		$1.49M Buy
6,925
+2,980
+76% +$672K 0.09% 156
2025
Q2 		$827K Buy
3,945
+1,025
+35% +$194K 0.08% 156
2025
Q1 		$498K Buy
2,920
+173
+6% +$29.9K 0.06% 219
2024
Q4 		$486K Buy
2,747
+718
+35% +$113K 0.06% 208
2024
Q3 		$308K Buy
2,029
+320
+19% +$54.9K 0.04% 294
2024
Q2 		$311K Buy
1,709
+133
+8% +$23.7K 0.04% 235
2024
Q1 		$304K Buy
1,576
+349
+28% +$71.7K 0.04% 220
2023
Q4 		$320K Buy
1,227
+176
+17% +$37.6K 0.05% 183
2023
Q3 		$201K Sell
1,051
-154
-13% -$33.7K 0.03% 248
2023
Q2 		$254K Buy
1,205
+104
+9% +$21.6K 0.03% 221
2023
Q1 		$234K Buy
+1,101
New +$229K 0.03% 225
2022
Q2 		– Sell
-400
Closed -$76.6K – 255
2022
Q1 		$76.6K Sell
400
-4,477
-92% -$899K 0.02% 325
2021
Q4 		$981K Buy
+4,877
New +$1.03M 0.27% 54

Other funds holding BA

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
CGH
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Boeing (BA) stake by 14% in Q3 2026, selling an estimated $247K and leaving 7,133 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #182.

Aaron Wealth Advisors first reported a position in BA in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.79M in Q2 2026. 268 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Aaron Wealth Advisors held 7,133 shares of Boeing worth $1.33M as of Q3 2026.
  • Aaron Wealth Advisors sold 1,151 Boeing shares in Q3 2026, an estimated $247K.
  • Boeing made up 0.06% of Aaron Wealth Advisors's portfolio in Q3 2026, its #182 holding.
  • Aaron Wealth Advisors first reported a position in Boeing in Q4 2021 and has held it in 17 quarters since.
  • Aaron Wealth Advisors's Boeing position peaked at $1.79M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

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