BTWM
BA icon

Baker Tilly Wealth Management’s Boeing BA Stock Holding History

Baker Tilly 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
Q3 		$2.34M Buy
12,579
+456
+4% +$97.8K 0.46% 44
2026
Q2 		$2.62M Sell
12,123
-206
-2% -$45.8K 0.56% 40
2026
Q1 		$2.45M Sell
12,329
-63
-0.5% -$14.3K 0.6% 39
2025
Q4 		$2.69M Buy
12,392
+322
+3% +$66.2K 0.66% 36
2025
Q3 		$2.61M Buy
12,070
+99
+0.8% +$22.3K 0.59% 38
2025
Q2 		$2.51M Sell
11,971
-392
-3% -$74K 0.9% 22
2025
Q1 		$2.11M Buy
12,363
+1,470
+13% +$254K 0.83% 22
2024
Q4 		$1.93M Sell
10,893
-360
-3% -$56.5K 0.76% 27
2024
Q3 		$1.71M Buy
11,253
+2,593
+30% +$445K 0.76% 23
2024
Q2 		$1.58M Sell
8,660
-1,652
-16% -$294K 0.64% 27
2024
Q1 		$1.99M Buy
10,312
+1,860
+22% +$382K 0.36% 66
2023
Q4 		$2.2M Sell
8,452
-2,362
-22% -$505K 0.36% 60
2023
Q3 		$2.07M Sell
10,814
-20,320
-65% -$4.45M 0.34% 66
2023
Q2 		$6.57M Buy
31,134
+1,637
+6% +$340K 0.69% 25
2023
Q1 		$6.27M Buy
29,497
+3,041
+11% +$632K 0.7% 24
2022
Q4 		$5.04M Buy
26,456
+4,702
+22% +$769K 0.62% 35
2022
Q3 		$2.63M Sell
21,754
-724
-3% -$111K 0.36% 64
2022
Q2 		$3.07M Buy
22,478
+5,019
+29% +$740K 0.4% 61
2022
Q1 		$3.34M Buy
17,459
+2,126
+14% +$427K 0.37% 63
2021
Q4 		$3.09M Buy
15,333
+4,500
+42% +$951K 0.33% 61
2021
Q3 		$2.38M Buy
10,833
+1,846
+21% +$412K 0.31% 63
2021
Q2 		$2.15M Buy
8,987
+794
+10% +$192K 0.35% 61
2021
Q1 		$2.09M Buy
8,193
+6,941
+554% +$1.54M 0.43% 53
2020
Q4 		$268K Buy
+1,252
New +$241K 0.08% 262

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
CGH
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

Baker Tilly Wealth Management's BA Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Boeing (BA) stake by 3.8% in Q3 2026, buying an estimated $97.8K and bringing the position to 12,579 shares worth $2.34M. The position accounts for 0.46% of the portfolio, ranked #44.

Baker Tilly Wealth Management first reported a position in BA in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.57M in Q2 2023. 268 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Baker Tilly Wealth Management held 12,579 shares of Boeing worth $2.34M as of Q3 2026.
  • Baker Tilly Wealth Management bought 456 Boeing shares in Q3 2026, an estimated $97.8K.
  • Boeing made up 0.46% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Baker Tilly Wealth Management first reported a position in Boeing in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Boeing position peaked at $6.57M in Q2 2023.
  • 268 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.