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Beacon Pointe Advisors’s Boeing BA Stock Holding History

Beacon Pointe Advisors’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
2024
Q4 		– Sell
-200
Closed -$30.4K – 1202
2024
Q3 		$30.4K Buy
+200
New +$34.3K ﹤0.01% 1208

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

Beacon Pointe Advisors's BA Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Boeing (BA) stake by 42% in Q1 2026, buying an estimated $6.74M and bringing the position to 100,846 shares worth $20.1M. The position accounts for 0.11% of the portfolio, ranked #186.

Beacon Pointe Advisors first reported a position in BA in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.7M in Q4 2023. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Beacon Pointe Advisors held 100,846 shares of Boeing worth $20.1M as of Q1 2026.
  • Beacon Pointe Advisors bought 29,603 Boeing shares in Q1 2026, an estimated $6.74M.
  • Boeing made up 0.11% of Beacon Pointe Advisors's portfolio in Q1 2026, its #186 holding.
  • Beacon Pointe Advisors first reported a position in Boeing in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Boeing position peaked at $21.7M in Q4 2023.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.