Avior Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.18M | Sell |
14,668
-49,501
| -77% | -$11M | 0.08% | 196 |
|
|
2026
Q1 | $12.8M | Sell |
64,169
-50
| -0.1% | -$11.4K | 0.36% | 63 |
|
|
2025
Q4 | $13.9M | Buy |
64,219
+48,819
| +317% | +$10M | 0.43% | 54 |
|
|
2025
Q3 | $3.32M | Buy |
15,400
+71
| +0.5% | +$16K | 0.11% | 144 |
|
|
2025
Q2 | $3.21M | Sell |
15,329
-43,803
| -74% | -$8.27M | 0.11% | 140 |
|
|
2025
Q1 | $10.1M | Sell |
59,132
-3,462
| -6% | -$599K | 0.38% | 57 |
|
|
2024
Q4 | $11.1M | Sell |
62,594
-847
| -1% | -$133K | 0.41% | 52 |
|
|
2024
Q3 | $9.65M | Sell |
63,441
-64
| -0.1% | -$11K | 0.38% | 55 |
|
|
2024
Q2 | $11.6M | Sell |
63,505
-144
| -0.2% | -$25.7K | 0.5% | 44 |
|
|
2024
Q1 | $12.3M | Buy |
63,649
+43,080
| +209% | +$8.85M | 0.57% | 37 |
|
|
2023
Q4 | $5.36M | Buy |
20,569
+1,030
| +5% | +$220K | 0.32% | 65 |
|
|
2023
Q3 | $3.75M | Sell |
19,539
-326
| -2% | -$71.3K | 0.25% | 74 |
|
|
2023
Q2 | $4.19M | Sell |
19,865
-61
| -0.3% | -$12.7K | 0.27% | 72 |
|
|
2023
Q1 | $4.23M | Sell |
19,926
-518
| -3% | -$108K | 0.29% | 71 |
|
|
2022
Q4 | $3.89M | Sell |
20,444
-1,915
| -9% | -$313K | 0.29% | 73 |
|
|
2022
Q3 | $2.71M | Sell |
22,359
-26
| -0.1% | -$3.99K | 0.22% | 88 |
|
|
2022
Q2 | $3.06M | Buy |
22,385
+1,242
| +6% | +$183K | 0.31% | 68 |
|
|
2022
Q1 | $4.05M | Sell |
21,143
-727
| -3% | -$146K | 0.35% | 63 |
|
|
2021
Q4 | $4.4M | Buy |
21,870
+910
| +4% | +$192K | 0.36% | 63 |
|
|
2021
Q3 | $4.61M | Buy |
20,960
+142
| +0.7% | +$31.7K | 0.38% | 57 |
|
|
2021
Q2 | $4.99M | Sell |
20,818
-2,613
| -11% | -$632K | 0.5% | 42 |
|
|
2021
Q1 | $5.97M | Buy |
23,431
+628
| +3% | +$140K | 0.64% | 34 |
|
|
2020
Q4 | $4.88M | Buy |
22,803
+1,893
| +9% | +$364K | 0.6% | 37 |
|
|
2020
Q3 | $3.45M | Buy |
20,910
+2,594
| +14% | +$442K | 0.49% | 46 |
|
|
2020
Q2 | $3.36M | Buy |
18,316
+5,238
| +40% | +$805K | 0.53% | 42 |
|
|
2020
Q1 | $1.95M | Buy |
13,078
+3,646
| +39% | +$998K | 0.38% | 65 |
|
|
2019
Q4 | $3.07M | Sell |
9,432
-51
| -0.5% | -$18.1K | 0.49% | 49 |
|
|
2019
Q3 | $3.61M | Sell |
9,483
-308
| -3% | -$110K | 0.63% | 41 |
|
|
2019
Q2 | $3.56M | Buy |
9,791
+157
| +2% | +$57.2K | 0.64% | 41 |
|
|
2019
Q1 | $3.56M | Sell |
9,634
-17
| -0.2% | -$6.54K | 0.76% | 31 |
|
|
2018
Q4 | $3.04M | Buy |
9,651
+930
| +11% | +$321K | 0.73% | 32 |
|
|
2018
Q3 | $3.14M | Buy |
8,721
+87
| +1% | +$30.6K | 0.67% | 37 |
|
|
2018
Q2 | $2.82M | Sell |
8,634
-778
| -8% | -$268K | 0.64% | 38 |
|
|
2018
Q1 | $3.02M | Sell |
9,412
-878
| -9% | -$297K | 0.7% | 33 |
|
|
2017
Q4 | $3M | Buy |
10,290
+1,324
| +15% | +$358K | 0.67% | 35 |
|
|
2017
Q3 | $2.17M | Buy |
8,966
+27
| +0.3% | +$6.29K | 0.71% | 38 |
|
|
2017
Q2 | $1.71M | Sell |
8,939
-473
| -5% | -$88.1K | 0.7% | 41 |
|
|
2017
Q1 | $1.62M | Sell |
9,412
-391
| -4% | -$66.6K | 0.54% | 59 |
|
|
2016
Q4 | $1.5M | Buy |
9,803
+51
| +0.5% | +$7.45K | 0.56% | 57 |
|
|
2016
Q3 | $1.28M | Buy |
9,752
+932
| +11% | +$123K | 0.5% | 69 |
|
|
2016
Q2 | $1.14M | Buy |
8,820
+295
| +3% | +$38.5K | 0.48% | 71 |
|
|
2016
Q1 | $1.08M | Buy |
8,525
+880
| +12% | +$109K | 0.48% | 72 |
|
|
2015
Q4 | $1.1M | Buy |
7,645
+368
| +5% | +$53K | 0.6% | 49 |
|
|
2015
Q3 | $955K | Buy |
7,277
+7,142
| +5,290% | +$991K | 0.56% | 59 |
|
|
2015
Q2 | $20K | Buy |
135
+10
| +8% | +$1.46K | 0.02% | 203 |
|
|
2015
Q1 | $19K | Buy |
+125
| New | +$18.2K | 0.01% | 199 |
|
Other funds holding BA
Avior Wealth Management's BA Position: Q2 2026 in Review
Avior Wealth Management reduced its Boeing (BA) stake by 77% in Q2 2026, selling an estimated $11M and leaving 14,668 shares worth $3.18M. The position accounts for 0.08% of the portfolio, ranked #196.
Avior Wealth Management first reported a position in BA in Q1 2015 and has held it in 46 quarters since. The position peaked at $13.9M in Q4 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Avior Wealth Management held 14,668 shares of Boeing worth $3.18M as of Q2 2026.
- Avior Wealth Management sold 49,501 Boeing shares in Q2 2026, an estimated $11M.
- Boeing made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #196 holding.
- Avior Wealth Management first reported a position in Boeing in Q1 2015 and has held it in 46 quarters since.
- Avior Wealth Management's Boeing position peaked at $13.9M in Q4 2025.
- 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.