AWA
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AGH Wealth Advisors’s Boeing BA Stock Holding History

AGH 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 		$410K Sell
2,058
-219
-10% -$49.9K 0.3% 66
2025
Q4 		$494K Sell
2,277
-287
-11% -$59K 0.37% 52
2025
Q3 		$553K Sell
2,564
-80
-3% -$18K 0.41% 47
2025
Q2 		$554K Buy
2,644
+279
+12% +$52.7K 0.46% 40
2025
Q1 		$403K Sell
2,365
-55
-2% -$9.52K 0.39% 60
2024
Q4 		$428K Buy
+2,420
New +$380K 0.4% 55

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

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

AGH Wealth Advisors reduced its Boeing (BA) stake by 9.6% in Q1 2026, selling an estimated $49.9K and leaving 2,058 shares worth $410K. The position accounts for 0.3% of the portfolio, ranked #66.

AGH Wealth Advisors first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $554K in Q2 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • AGH Wealth Advisors held 2,058 shares of Boeing worth $410K as of Q1 2026.
  • AGH Wealth Advisors sold 219 Boeing shares in Q1 2026, an estimated $49.9K.
  • Boeing made up 0.3% of AGH Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • AGH Wealth Advisors first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Boeing position peaked at $554K in Q2 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.