ARS Wealth Advisors Group
BA icon

ARS Wealth Advisors Group’s Boeing BA Stock Holding History

ARS Wealth Advisors 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 		– Sell
-939
Closed -$203K – 219
2026
Q2 		$203K Buy
+939
New +$209K 0.02% 218
2024
Q2 		– Sell
-1,150
Closed -$222K – 166
2024
Q1 		$222K Sell
1,150
-64
-5% -$13.2K 0.03% 157
2023
Q4 		$316K Sell
1,214
-40
-3% -$8.56K 0.05% 116
2023
Q3 		$240K Buy
+1,254
New +$274K 0.04% 130

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

ARS Wealth Advisors Group's BA Position: Q3 2026 in Review

ARS Wealth Advisors Group sold out of Boeing (BA) in Q3 2026, closing a stake of 939 shares — an estimated $203K sold.

ARS Wealth Advisors Group first reported a position in BA in Q3 2023 and held it in 4 quarters. The position peaked at $316K in Q4 2023. 1,543 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • ARS Wealth Advisors Group reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 939 Boeing shares in Q3 2026, an estimated $203K.
  • ARS Wealth Advisors Group first reported a position in Boeing in Q3 2023 and held it in 4 quarters.
  • ARS Wealth Advisors Group's Boeing position peaked at $316K in Q4 2023.
  • 1,543 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.