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Advisor OS’s Boeing BA Stock Holding History

Advisor OS’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 		$674K Buy
3,388
+393
+13% +$89.5K 0.05% 245
2025
Q4 		$650K Buy
2,995
+72
+2% +$14.8K 0.05% 240
2025
Q3 		$631K Buy
2,923
+274
+10% +$61.8K 0.05% 219
2025
Q2 		$555K Buy
2,649
+398
+18% +$75.2K 0.05% 235
2025
Q1 		$384K Sell
2,251
-26
-1% -$4.5K 0.04% 272
2024
Q4 		$403K Buy
2,277
+68
+3% +$10.7K 0.05% 266
2024
Q3 		$336K Hold
2,209
– – 0.03% 304
2024
Q2 		$402K Sell
2,209
-21
-0.9% -$3.74K 0.04% 262
2024
Q1 		$430K Buy
2,230
+56
+3% +$11.5K 0.05% 256
2023
Q4 		$567K Buy
2,174
+226
+12% +$48.3K 0.07% 204
2023
Q3 		$373K Buy
1,948
+68
+4% +$14.9K 0.06% 210
2023
Q2 		$397K Buy
1,880
+666
+55% +$138K 0.06% 212
2023
Q1 		$258K Buy
+1,214
New +$252K 0.06% 209

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisor OS's BA Position: Q1 2026 in Review

Advisor OS increased its Boeing (BA) stake by 13% in Q1 2026, buying an estimated $89.5K and bringing the position to 3,388 shares worth $674K. The position accounts for 0.05% of the portfolio, ranked #245.

Advisor OS first reported a position in BA in Q1 2023 and has held it in 13 quarters since. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Advisor OS held 3,388 shares of Boeing worth $674K as of Q1 2026.
  • Advisor OS bought 393 Boeing shares in Q1 2026, an estimated $89.5K.
  • Boeing made up 0.05% of Advisor OS's portfolio in Q1 2026, its #245 holding.
  • Advisor OS first reported a position in Boeing in Q1 2023 and has held it in 13 quarters since.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.