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Avalon Trust’s Boeing BA Stock Holding History

Avalon Trust’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 		– Sell
-30
Closed -$6.51K – 460
2025
Q4 		$6.51K Sell
30
-20
-40% -$4.11K ﹤0.01% 391
2025
Q3 		$10.8K Buy
50
+20
+67% +$4.51K ﹤0.01% 416
2025
Q2 		$6.29K Hold
30
– – ﹤0.01% 359
2025
Q1 		$5.12K Sell
30
-43
-59% -$7.44K ﹤0.01% 387
2024
Q4 		$12.9K Buy
73
+37
+103% +$5.81K ﹤0.01% 309
2024
Q3 		$5.47K Hold
36
– – ﹤0.01% 298
2024
Q2 		$6.55K Hold
36
– – ﹤0.01% 291
2024
Q1 		$6.95K Hold
36
– – ﹤0.01% 295
2023
Q4 		$9.38K Hold
36
– – ﹤0.01% 297
2023
Q3 		$6.9K Hold
36
– – ﹤0.01% 275
2023
Q2 		$7.6K Hold
36
– – ﹤0.01% 281
2023
Q1 		$7.65K Buy
+36
New +$7.48K ﹤0.01% 278

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avalon Trust's BA Position: Q1 2026 in Review

Avalon Trust sold out of Boeing (BA) in Q1 2026, closing a stake of 30 shares — an estimated $6.51K sold.

Avalon Trust first reported a position in BA in Q1 2023 and held it in 12 quarters. The position peaked at $12.9K in Q4 2024. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Avalon Trust reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Avalon Trust sold 30 Boeing shares in Q1 2026, an estimated $6.51K.
  • Avalon Trust first reported a position in Boeing in Q1 2023 and held it in 12 quarters.
  • Avalon Trust's Boeing position peaked at $12.9K in Q4 2024.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.