Avaii Wealth Management’s Boeing BA Stock Holding History

Avaii 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	$435K	Buy	2,184 +223	+11%	+$50.8K	0.15%	85
2025 Q4	$426K	Buy	1,961 +797	+68%	+$164K	0.15%	86
2025 Q3	$251K	Buy	+1,164	New	+$262K	0.1%	125
2024 Q3	–	Sell	-2,349	Closed	-$428K	–	131
2024 Q2	$428K	Sell	2,349 -30	-1%	-$5.35K	0.24%	74
2024 Q1	$459K	Sell	2,379 -1,569	-40%	-$322K	0.27%	69
2023 Q4	$1.03M	Sell	3,948 -47	-1%	-$10.1K	0.67%	30
2023 Q3	$766K	Buy	3,995 +380	+11%	+$83.1K	0.58%	39
2023 Q2	$763K	Buy	3,615 +116	+3%	+$24.1K	0.59%	37
2023 Q1	$743K	Buy	3,499 +628	+22%	+$130K	0.65%	38
2022 Q4	$547K	Buy	2,871 +45	+2%	+$7.36K	0.49%	47
2022 Q3	$342K	Buy	+2,826	New	+$433K	0.36%	66

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

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

Avaii Wealth Management increased its Boeing (BA) stake by 11% in Q1 2026, buying an estimated $50.8K and bringing the position to 2,184 shares worth $435K. The position accounts for 0.15% of the portfolio, ranked #85.

Avaii Wealth Management first reported a position in BA in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2023. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Avaii Wealth Management held 2,184 shares of Boeing worth $435K as of Q1 2026.
Avaii Wealth Management bought 223 Boeing shares in Q1 2026, an estimated $50.8K.
Boeing made up 0.15% of Avaii Wealth Management's portfolio in Q1 2026, its #85 holding.
Avaii Wealth Management first reported a position in Boeing in Q3 2022 and has held it in 11 quarters since.
Avaii Wealth Management's Boeing position peaked at $1.03M in Q4 2023.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.