AWM
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AE Wealth Management’s Boeing BA Stock Holding History

AE Wealth Management’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
2020
Q3 		– Sell
-200
Closed -$3K – 1279
2020
Q2 		$3K Buy
+200
New +$30.7K ﹤0.01% 1249
2018
Q2 		– Sell
-600
Closed -$1K – 462
2018
Q1 		$1K Buy
+600
New +$203K ﹤0.01% 448

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

AE Wealth Management's BA Position: Q1 2026 in Review

AE Wealth Management increased its Boeing (BA) stake by 36% in Q1 2026, buying an estimated $1.29M and bringing the position to 21,503 shares worth $4.28M. The position accounts for 0.02% of the portfolio, ranked #454.

AE Wealth Management first reported a position in BA in Q4 2016 and has held it in 38 quarters since. The position peaked at $17.5M in Q4 2021. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • AE Wealth Management held 21,503 shares of Boeing worth $4.28M as of Q1 2026.
  • AE Wealth Management bought 5,649 Boeing shares in Q1 2026, an estimated $1.29M.
  • Boeing made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #454 holding.
  • AE Wealth Management first reported a position in Boeing in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Boeing position peaked at $17.5M in Q4 2021.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.