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Bell & Brown Wealth Advisors’s Boeing BA Stock Holding History

Bell & Brown Wealth 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
2026
Q1 		$7.3M Buy
36,676
+413
+1% +$94K 2.37% 12
2025
Q4 		$7.87M Buy
36,263
+128
+0.4% +$26.3K 2.53% 11
2025
Q3 		$7.8M Sell
36,135
-436
-1% -$98.3K 2.55% 12
2025
Q2 		$7.66M Sell
36,571
-21
-0.1% -$3.97K 2.74% 11
2025
Q1 		$6.24M Buy
36,592
+307
+0.8% +$53.1K 2.43% 14
2024
Q4 		$6.42M Sell
36,285
-956
-3% -$150K 2.39% 13
2024
Q3 		$5.66M Buy
37,241
+252
+0.7% +$43.2K 2.21% 13
2024
Q2 		$6.73M Buy
36,989
+614
+2% +$109K 2.58% 11
2024
Q1 		$7.02M Buy
36,375
+5,757
+19% +$1.18M 3% 8
2023
Q4 		$7.98M Buy
+30,618
New +$6.55M 3.71% 5
2023
Q2 		$6.51M Buy
30,834
+227
+0.7% +$47.2K 3.26% 6
2023
Q1 		$6.5M Sell
30,607
-928
-3% -$193K 3.46% 4
2022
Q4 		$6.01M Buy
31,535
+430
+1% +$70.3K 3.3% 5
2022
Q3 		$3.77M Buy
31,105
+373
+1% +$57.2K 2.33% 13
2022
Q2 		$4.2M Buy
30,732
+970
+3% +$143K 2.25% 14
2022
Q1 		$5.7M Buy
29,762
+546
+2% +$110K 2.58% 10
2021
Q4 		$6.28M Buy
29,216
+4,010
+16% +$847K 3.03% 7
2021
Q3 		$5.54M Buy
+25,206
New +$5.62M 2.99% 6
2020
Q3 		$3.78M Buy
22,847
+1,606
+8% +$274K 2.73% 11
2020
Q2 		$3.64M Buy
21,241
+953
+5% +$146K 2.85% 8
2020
Q1 		$2.61M Buy
20,288
+4,505
+29% +$1.23M 2.42% 15
2019
Q4 		$5.22M Buy
15,783
+1,317
+9% +$466K 3.89% 2
2019
Q3 		$5.46M Sell
14,466
-256
-2% -$91.5K 4.48% 2
2019
Q2 		$5.36M Buy
14,722
+571
+4% +$208K 4.72% 2
2019
Q1 		$5.4M Sell
14,151
-653
-4% -$251K 4.92% 1
2018
Q4 		$4.77M Buy
14,804
+152
+1% +$52.5K 5.11% 1
2018
Q3 		$5.2M Sell
14,652
-1,079
-7% -$379K 4.83% 2
2018
Q2 		$5.28M Sell
15,731
-677
-4% -$233K 5.21% 1
2018
Q1 		$5.39M Sell
16,408
-1,247
-7% -$421K 5.68% 1
2017
Q4 		$5.21M Buy
+17,655
New +$4.78M 5.4% 1

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

Bell & Brown Wealth Advisors's BA Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Boeing (BA) stake by 1.1% in Q1 2026, buying an estimated $94K and bringing the position to 36,676 shares worth $7.3M. The position accounts for 2.37% of the portfolio, ranked #12.

Bell & Brown Wealth Advisors first reported a position in BA in Q4 2017 and has held it in 30 quarters since. The position peaked at $7.98M in Q4 2023. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Bell & Brown Wealth Advisors held 36,676 shares of Boeing worth $7.3M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 413 Boeing shares in Q1 2026, an estimated $94K.
  • Boeing made up 2.37% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Bell & Brown Wealth Advisors first reported a position in Boeing in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Boeing position peaked at $7.98M in Q4 2023.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.