Badgley Phelps Wealth Managers
BA icon

Badgley Phelps Wealth Managers’s Boeing BA Stock Holding History

Badgley Phelps Wealth Managers’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 		$2.42M Sell
12,989
-1,205
-8% -$258K 0.04% 160
2026
Q2 		$3.07M Buy
14,194
+119
+0.8% +$26.5K 0.05% 153
2026
Q1 		$2.8M Buy
14,075
+405
+3% +$92.2K 0.06% 153
2025
Q4 		$2.97M Buy
13,670
+1,301
+11% +$268K 0.05% 155
2025
Q3 		$2.67M Sell
12,369
-43
-0.3% -$9.7K 0.06% 143
2025
Q2 		$2.6M Buy
12,412
+333
+3% +$62.9K 0.06% 145
2025
Q1 		$2.06M Sell
12,079
-1,072
-8% -$186K 0.05% 149
2024
Q4 		$2.33M Sell
13,151
-643
-5% -$101K 0.05% 145
2024
Q3 		$2.1M Sell
13,794
-549
-4% -$94.1K 0.05% 146
2024
Q2 		$2.61M Buy
14,343
+2,244
+19% +$400K 0.06% 132
2024
Q1 		$2.33M Sell
12,099
-74,861
-86% -$15.4M 0.06% 135
2023
Q4 		$22.7M Buy
86,960
+27,228
+46% +$5.82M 0.62% 54
2023
Q3 		$11.4M Buy
59,732
+3,898
+7% +$853K 0.39% 81
2023
Q2 		$11.8M Buy
55,834
+1,961
+4% +$407K 0.39% 80
2023
Q1 		$11.4M Buy
53,873
+5,143
+11% +$1.07M 0.42% 81
2022
Q4 		$9.28M Sell
48,730
-1,311
-3% -$214K 0.37% 92
2022
Q3 		$6.06M Buy
50,041
+348
+0.7% +$53.4K 0.26% 98
2022
Q2 		$6.79M Sell
49,693
-507
-1% -$74.8K 0.28% 94
2022
Q1 		$9.6M Buy
50,200
+2,095
+4% +$421K 0.33% 92
2021
Q4 		$9.7M Sell
48,105
-7,110
-13% -$1.5M 0.31% 95
2021
Q3 		$12.1M Buy
+55,215
New +$12.3M 0.44% 81

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Badgley Phelps Wealth Managers's BA Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Boeing (BA) stake by 8.5% in Q3 2026, selling an estimated $258K and leaving 12,989 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #160.

Badgley Phelps Wealth Managers first reported a position in BA in Q3 2021 and has held it in 21 quarters since. The position peaked at $22.7M in Q4 2023. 874 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Badgley Phelps Wealth Managers held 12,989 shares of Boeing worth $2.42M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 1,205 Boeing shares in Q3 2026, an estimated $258K.
  • Boeing made up 0.04% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #160 holding.
  • Badgley Phelps Wealth Managers first reported a position in Boeing in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's Boeing position peaked at $22.7M in Q4 2023.
  • 874 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.