Beacon Investment Advisory Services’s Boeing BA Stock Holding History

Beacon Investment Advisory Services’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 Q2	$9.03M	Buy	41,711 +467	+1%	+$104K	0.34%	64
2026 Q1	$8.21M	Buy	+41,244	New	+$9.39M	0.34%	72
2023 Q4	–	Sell	-4,441	Closed	-$851K	–	265
2023 Q3	$851K	Hold	4,441	–	–	0.04%	155
2023 Q2	$938K	Buy	+4,441	New	+$922K	0.04%	157
2022 Q4	–	Sell	-3,017	Closed	-$365K	–	281
2022 Q3	$365K	Sell	3,017 -1,050	-26%	-$161K	0.02%	210
2022 Q2	$556K	Sell	4,067 -1,068	-21%	-$158K	0.03%	181
2022 Q1	$983K	Sell	5,135 -53	-1%	-$10.6K	0.04%	165
2021 Q4	$1.04M	Buy	5,188 +39	+0.8%	+$8.24K	0.04%	164
2021 Q3	$1.13M	Sell	5,149 -2,205	-30%	-$492K	0.05%	158
2021 Q2	$1.76M	Sell	7,354 -4,455	-38%	-$1.08M	0.07%	139
2021 Q1	$3.01M	Sell	11,809 -100	-0.8%	-$22.2K	0.13%	119
2020 Q4	$2.55M	Buy	11,909 +100	+0.8%	+$19.2K	0.12%	123
2020 Q3	$1.95M	Sell	11,809 -20	-0.2%	-$3.41K	0.1%	126
2020 Q2	$2.17M	Sell	11,829 -106	-0.9%	-$16.3K	0.12%	120
2020 Q1	$1.78M	Sell	11,935 -636	-5%	-$174K	0.13%	116
2019 Q4	$4.09M	Buy	12,571 +2,834	+29%	+$1M	0.22%	95
2019 Q3	$3.71M	Buy	9,737 +212	+2%	+$75.8K	0.37%	69
2019 Q2	$3.47M	Sell	9,525 -90	-0.9%	-$32.8K	0.37%	74
2019 Q1	$3.67M	Sell	9,615 -4,742	-33%	-$1.83M	0.39%	71
2018 Q4	$4.63M	Sell	14,357 -3	-0%	-$1.04K	0.51%	56
2018 Q3	$5.34M	Sell	14,360 -63	-0.4%	-$22.1K	0.52%	56
2018 Q2	$4.84M	Buy	14,423 +329	+2%	+$113K	0.49%	60
2018 Q1	$4.62M	Buy	14,094 +3,571	+34%	+$1.21M	0.48%	62
2017 Q4	$3.1M	Sell	10,523 -1,500	-12%	-$406K	0.33%	83
2017 Q3	$3.06M	Buy	12,023 +9,648	+406%	+$2.25M	0.26%	96
2017 Q2	$470K	Sell	2,375 -180	-7%	-$33.5K	0.14%	48
2017 Q1	$452K	Hold	2,555	–	–	0.15%	46
2016 Q4	$398K	Hold	2,555	–	–	0.14%	45
2016 Q3	$337K	Hold	2,555	–	–	0.15%	52
2016 Q2	$332K	Hold	2,555	–	–	0.14%	54
2016 Q1	$324K	Buy	2,555 +1,107	+76%	+$137K	0.14%	48
2015 Q4	$209K	Buy	+1,448	New	+$209K	0.07%	63
2015 Q3	–	Sell	-1,498	Closed	-$208K	–	61
2015 Q2	$208K	Buy	+1,498	New	+$218K	0.06%	52

Other funds holding BA

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return