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BCS Private Wealth Management’s Boeing BA Stock Holding History

BCS Private 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
Q1 		$579K Sell
2,907
-28
-1% -$6.38K 0.18% 98
2025
Q4 		$637K Hold
2,935
– – 0.22% 77
2025
Q3 		$633K Sell
2,935
-75
-2% -$16.9K 0.23% 76
2025
Q2 		$631K Buy
+3,010
New +$569K 0.24% 75

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCS Private Wealth Management's BA Position: Q1 2026 in Review

BCS Private Wealth Management reduced its Boeing (BA) stake by 0.95% in Q1 2026, selling an estimated $6.38K and leaving 2,907 shares worth $579K. The position accounts for 0.18% of the portfolio, ranked #98.

BCS Private Wealth Management first reported a position in BA in Q2 2025 and has held it in 4 quarters since. The position peaked at $637K in Q4 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • BCS Private Wealth Management held 2,907 shares of Boeing worth $579K as of Q1 2026.
  • BCS Private Wealth Management sold 28 Boeing shares in Q1 2026, an estimated $6.38K.
  • Boeing made up 0.18% of BCS Private Wealth Management's portfolio in Q1 2026, its #98 holding.
  • BCS Private Wealth Management first reported a position in Boeing in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's Boeing position peaked at $637K in Q4 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.