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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
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

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

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

AmeriServ Wealth Advisors reduced its Boeing (BA) stake by 14% in Q1 2026, selling an estimated $88.8K and leaving 2,417 shares worth $481K. The position accounts for 0.31% of the portfolio, ranked #36.

AmeriServ Wealth Advisors first reported a position in BA in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.81M in Q4 2013. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • AmeriServ Wealth Advisors held 2,417 shares of Boeing worth $481K as of Q1 2026.
  • AmeriServ Wealth Advisors sold 390 Boeing shares in Q1 2026, an estimated $88.8K.
  • Boeing made up 0.31% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • AmeriServ Wealth Advisors first reported a position in Boeing in Q2 2013 and has held it in 21 quarters since.
  • AmeriServ Wealth Advisors's Boeing position peaked at $1.81M in Q4 2013.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.