Altus Wealth Group
BA icon

Altus Wealth Group’s Boeing BA Stock Holding History

Altus Wealth Group’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 		$223K Sell
1,200
-11
-0.9% -$2.36K 0.08% 131
2026
Q2 		$262K Buy
1,211
+11
+0.9% +$2.45K 0.09% 122
2026
Q1 		$239K Hold
1,200
– – 0.1% 125
2025
Q4 		$261K Sell
1,200
-50
-4% -$10.3K 0.1% 115
2025
Q3 		$270K Sell
1,250
-67
-5% -$15.1K 0.11% 113
2025
Q2 		$276K Buy
1,317
+1
+0.1% +$189 0.12% 105
2025
Q1 		$224K Sell
1,316
-276
-17% -$47.8K 0.11% 120
2024
Q4 		$282K Buy
1,592
+267
+20% +$41.9K 0.12% 117
2024
Q3 		$201K Buy
1,325
+71
+6% +$12.2K 0.09% 139
2024
Q2 		$228K Sell
1,254
-175
-12% -$31.2K 0.11% 120
2024
Q1 		$276K Sell
1,429
-71
-5% -$14.6K 0.14% 115
2023
Q4 		$391K Sell
1,500
-100
-6% -$21.4K 0.22% 95
2023
Q3 		$307K Sell
1,600
-175
-10% -$38.3K 0.19% 103
2023
Q2 		$375K Buy
1,775
+36
+2% +$7.48K 0.23% 93
2023
Q1 		$369K Hold
1,739
– – 0.25% 89
2022
Q4 		$331K Buy
1,739
+315
+22% +$51.5K 0.25% 97
2022
Q3 		$313K Hold
1,424
– – 0.31% 78
2022
Q2 		$313K Sell
1,424
-225
-14% -$33.2K 0.31% 78
2022
Q1 		$316K Buy
1,649
+150
+10% +$30.1K 0.26% 79
2021
Q4 		$302K Buy
1,499
+75
+5% +$15.8K 0.25% 85
2021
Q3 		$313K Buy
1,424
+27
+2% +$6.02K 0.31% 78
2021
Q2 		$335K Buy
1,397
+22
+2% +$5.32K 0.33% 73
2021
Q1 		$321K Buy
1,375
+88
+7% +$19.6K 0.32% 74
2020
Q4 		$275K Buy
+1,287
New +$247K 0.26% 79

Other funds holding BA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Altus Wealth Group's BA Position: Q3 2026 in Review

Altus Wealth Group reduced its Boeing (BA) stake by 0.91% in Q3 2026, selling an estimated $2.36K and leaving 1,200 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #131.

Altus Wealth Group first reported a position in BA in Q4 2020 and has held it in 24 quarters since. The position peaked at $391K in Q4 2023. 1,708 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Altus Wealth Group held 1,200 shares of Boeing worth $223K as of Q3 2026.
  • Altus Wealth Group sold 11 Boeing shares in Q3 2026, an estimated $2.36K.
  • Boeing made up 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #131 holding.
  • Altus Wealth Group first reported a position in Boeing in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Boeing position peaked at $391K in Q4 2023.
  • 1,708 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.