AWS
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Aspen Wealth Strategies’s Boeing BA Stock Holding History

Aspen Wealth Strategies’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 		$613K Buy
3,078
+46
+2% +$10.5K 0.33% 49
2025
Q4 		$658K Buy
3,032
+6
+0.2% +$1.23K 0.36% 38
2025
Q3 		$653K Hold
3,026
– – 0.36% 39
2025
Q2 		$634K Buy
+3,026
New +$572K 0.38% 41

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

Aspen Wealth Strategies's BA Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Boeing (BA) stake by 1.5% in Q1 2026, buying an estimated $10.5K and bringing the position to 3,078 shares worth $613K. The position accounts for 0.33% of the portfolio, ranked #49.

Aspen Wealth Strategies first reported a position in BA in Q2 2025 and has held it in 4 quarters since. The position peaked at $658K in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Aspen Wealth Strategies held 3,078 shares of Boeing worth $613K as of Q1 2026.
  • Aspen Wealth Strategies bought 46 Boeing shares in Q1 2026, an estimated $10.5K.
  • Boeing made up 0.33% of Aspen Wealth Strategies's portfolio in Q1 2026, its #49 holding.
  • Aspen Wealth Strategies first reported a position in Boeing in Q2 2025 and has held it in 4 quarters since.
  • Aspen Wealth Strategies's Boeing position peaked at $658K in Q4 2025.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.