Adapt Wealth Advisors’s Boeing BA Stock Holding History

Adapt 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 Q1	–	Sell	-985	Closed	-$214K	–	108
2025 Q4	$214K	Buy	+985	New	+$203K	0.07%	95

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 $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Adapt Wealth Advisors's BA Position: Q1 2026 in Review

Adapt Wealth Advisors sold out of Boeing (BA) in Q1 2026, closing a stake of 985 shares — an estimated $214K sold.

Adapt Wealth Advisors first reported a position in BA in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 2,530 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Adapt Wealth Advisors reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Adapt Wealth Advisors sold 985 Boeing shares in Q1 2026, an estimated $214K.
Adapt Wealth Advisors first reported a position in Boeing in Q4 2025 and held it in 1 quarter.
Adapt Wealth Advisors's Boeing position peaked at $214K in Q4 2025.
2,530 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.