AmeriServ Wealth Advisors
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AmeriServ Wealth Advisors’s Boeing BA Stock Holding History

AmeriServ 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
Q3 		$287K Sell
1,545
-718
-32% -$154K 0.23% 42
2026
Q2 		$490K Sell
2,263
-154
-6% -$34.3K 0.33% 35
2026
Q1 		$481K Sell
2,417
-390
-14% -$88.8K 0.31% 36
2025
Q4 		$609K Sell
2,807
-250
-8% -$51.4K 0.35% 34
2025
Q3 		$660K Sell
3,057
-242
-7% -$54.6K 0.33% 33
2025
Q2 		$691K Sell
3,299
-19
-0.6% -$3.59K 0.34% 33
2025
Q1 		$566K Sell
3,318
-17
-0.5% -$2.94K 0.33% 34
2024
Q4 		$590K Buy
+3,335
New +$523K 0.32% 32
2019
Q3 		$498K Sell
1,310
-813
-38% -$291K 0.68% 27
2019
Q2 		$773K Buy
2,123
+275
+15% +$100K 1.01% 21
2019
Q1 		$705K Buy
1,848
+488
+36% +$188K 1.47% 23
2018
Q4 		$439K Sell
1,360
-104
-7% -$35.9K 1.11% 31
2018
Q3 		$544K Buy
1,464
+12
+0.8% +$4.22K 0.68% 33
2018
Q2 		$487K Buy
1,452
+89
+7% +$30.6K 0.65% 38
2018
Q1 		$447K Buy
1,363
+10
+0.7% +$3.38K 0.51% 41
2017
Q4 		$375K Buy
+1,353
New +$366K 0.36% 48
2015
Q1 		– Sell
-4,200
Closed -$546K – 90
2014
Q4 		$546K Hold
4,200
– – 0.53% 49
2014
Q3 		$535K Hold
4,200
– – 0.93% 43
2014
Q2 		$534K Sell
4,200
-2,500
-37% -$326K 0.57% 51
2014
Q1 		$841K Sell
6,700
-6,550
-49% -$853K 0.84% 30
2013
Q4 		$1.81M Hold
13,250
– – 1.08% 21
2013
Q3 		$1.56M Sell
13,250
-200
-1% -$21.5K 0.99% 24
2013
Q2 		$1.38M Buy
+13,450
New +$1.28M 0.89% 28

Other funds holding BA

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AmeriServ Wealth Advisors's BA Position: Q3 2026 in Review

AmeriServ Wealth Advisors reduced its Boeing (BA) stake by 32% in Q3 2026, selling an estimated $154K and leaving 1,545 shares worth $287K. The position accounts for 0.23% of the portfolio, ranked #42.

AmeriServ Wealth Advisors first reported a position in BA in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.81M in Q4 2013. 1,565 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • AmeriServ Wealth Advisors held 1,545 shares of Boeing worth $287K as of Q3 2026.
  • AmeriServ Wealth Advisors sold 718 Boeing shares in Q3 2026, an estimated $154K.
  • Boeing made up 0.23% of AmeriServ Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • AmeriServ Wealth Advisors first reported a position in Boeing in Q2 2013 and has held it in 23 quarters since.
  • AmeriServ Wealth Advisors's Boeing position peaked at $1.81M in Q4 2013.
  • 1,565 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.