Bartlett & Co 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
Q1 | $1.9M | Sell |
8,565
-535
| -6% | -$122K | 0.02% | 213 |
|
|
2025
Q4 | $1.98M | Sell |
9,100
-119
| -1% | -$24.5K | 0.03% | 207 |
|
|
2025
Q3 | $1.99M | Buy |
9,219
+790
| +9% | +$178K | 0.03% | 206 |
|
|
2025
Q2 | $1.77M | Sell |
8,429
-125
| -1% | -$23.6K | 0.02% | 209 |
|
|
2025
Q1 | $1.46M | Sell |
8,554
-256
| -3% | -$44.3K | 0.02% | 219 |
|
|
2024
Q4 | $1.56M | Sell |
8,810
-404
| -4% | -$63.4K | 0.02% | 214 |
|
|
2024
Q3 | $1.4M | Sell |
9,214
-372
| -4% | -$63.8K | 0.02% | 226 |
|
|
2024
Q2 | $1.74M | Buy |
9,586
+745
| +8% | +$133K | 0.03% | 203 |
|
|
2024
Q1 | $1.71M | Buy |
8,841
+268
| +3% | +$55.1K | 0.03% | 213 |
|
|
2023
Q4 | $2.23M | Sell |
8,573
-383
| -4% | -$81.9K | 0.04% | 196 |
|
|
2023
Q3 | $1.72M | Buy |
8,956
+245
| +3% | +$53.6K | 0.03% | 208 |
|
|
2023
Q2 | $1.84M | Sell |
8,711
-385
| -4% | -$80K | 0.03% | 206 |
|
|
2023
Q1 | $1.93M | Buy |
9,096
+90
| +1% | +$18.7K | 0.04% | 182 |
|
|
2022
Q4 | $1.72M | Sell |
9,006
-8
| -0.1% | -$1.31K | 0.03% | 190 |
|
|
2022
Q3 | $1.09M | Sell |
9,014
-24
| -0.3% | -$3.68K | 0.02% | 215 |
|
|
2022
Q2 | $1.24M | Buy |
9,038
+32
| +0.4% | +$4.72K | 0.03% | 199 |
|
|
2022
Q1 | $1.72M | Sell |
9,006
-95
| -1% | -$19.1K | 0.03% | 184 |
|
|
2021
Q4 | $1.83M | Buy |
9,101
+511
| +6% | +$108K | 0.03% | 187 |
|
|
2021
Q3 | $1.89M | Sell |
8,590
-100
| -1% | -$22.3K | 0.04% | 173 |
|
|
2021
Q2 | $2.08M | Sell |
8,690
-445
| -5% | -$108K | 0.04% | 169 |
|
|
2021
Q1 | $2.33M | Sell |
9,135
-74
| -0.8% | -$16.4K | 0.05% | 160 |
|
|
2020
Q4 | $1.97M | Buy |
9,209
+45
| +0.5% | +$8.65K | 0.04% | 167 |
|
|
2020
Q3 | $1.51M | Hold |
9,164
| – | – | 0.04% | 172 |
|
|
2020
Q2 | $1.68M | Sell |
9,164
-2,760
| -23% | -$424K | 0.04% | 163 |
|
|
2020
Q1 | $1.78M | Sell |
11,924
-2,381
| -17% | -$652K | 0.05% | 161 |
|
|
2019
Q4 | $4.66M | Buy |
14,305
+2
| +0% | +$708 | 0.11% | 127 |
|
|
2019
Q3 | $5.44M | Buy |
14,303
+4,928
| +53% | +$1.76M | 0.14% | 117 |
|
|
2019
Q2 | $3.41M | Sell |
9,375
-144
| -2% | -$52.5K | 0.13% | 99 |
|
|
2019
Q1 | $3.63M | Sell |
9,519
-425
| -4% | -$164K | 0.14% | 103 |
|
|
2018
Q4 | $3.21M | Sell |
9,944
-99
| -1% | -$34.2K | 0.14% | 104 |
|
|
2018
Q3 | $3.74M | Buy |
10,043
+55
| +0.6% | +$19.3K | 0.14% | 100 |
|
|
2018
Q2 | $3.35M | Sell |
9,988
-129
| -1% | -$44.4K | 0.14% | 98 |
|
|
2018
Q1 | $3.32M | Buy |
+10,117
| New | +$3.42M | 0.14% | 97 |
|
Other funds holding BA
VCM
VPM
Bartlett & Co Wealth Management's BA Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Boeing (BA) stake by 5.9% in Q1 2026, selling an estimated $122K and leaving 8,565 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #213.
Bartlett & Co Wealth Management first reported a position in BA in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.44M in Q3 2019. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- Bartlett & Co Wealth Management held 8,565 shares of Boeing worth $1.9M as of Q1 2026.
- Bartlett & Co Wealth Management sold 535 Boeing shares in Q1 2026, an estimated $122K.
- Boeing made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #213 holding.
- Bartlett & Co Wealth Management first reported a position in Boeing in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Boeing position peaked at $5.44M in Q3 2019.
- 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.