Aprio Wealth Management’s Boeing BA Stock Holding History

Aprio 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
2026 Q1	$856K	Buy	4,301 +822	+24%	+$187K	0.05%	234
2025 Q4	$755K	Buy	3,479 +1,025	+42%	+$211K	0.04%	240
2025 Q3	$530K	Buy	2,454 +866	+55%	+$195K	0.05%	207
2025 Q2	$333K	Buy	1,588 +306	+24%	+$57.8K	0.04%	262
2025 Q1	$219K	Buy	+1,282	New	+$222K	0.03%	340
2020 Q4	–	Sell	-1,235	Closed	-$204K	–	51
2020 Q3	$204K	Hold	1,235	–	–	0.14%	64
2020 Q2	$226K	Buy	+1,235	New	+$190K	0.22%	63
2020 Q1	–	Sell	-834	Closed	-$272K	–	62
2019 Q4	$272K	Buy	+834	New	+$295K	0.2%	55

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Aprio Wealth Management increased its Boeing (BA) stake by 24% in Q1 2026, buying an estimated $187K and bringing the position to 4,301 shares worth $856K. The position accounts for 0.05% of the portfolio, ranked #234.

Aprio Wealth Management first reported a position in BA in Q4 2019 and has held it in 8 quarters since. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Aprio Wealth Management held 4,301 shares of Boeing worth $856K as of Q1 2026.
Aprio Wealth Management bought 822 Boeing shares in Q1 2026, an estimated $187K.
Boeing made up 0.05% of Aprio Wealth Management's portfolio in Q1 2026, its #234 holding.
Aprio Wealth Management first reported a position in Boeing in Q4 2019 and has held it in 8 quarters since.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.