BFG
BA icon

Berger Financial Group’s Boeing BA Stock Holding History

Berger Financial Group’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 		$3.33M Sell
16,743
-255
-2% -$58.1K 0.19% 106
2025
Q4 		$3.69M Sell
16,998
-63
-0.4% -$13K 0.21% 102
2025
Q3 		$3.68M Sell
17,061
-159
-0.9% -$35.9K 0.22% 101
2025
Q2 		$3.61M Sell
17,220
-20
-0.1% -$3.78K 0.23% 101
2025
Q1 		$2.94M Sell
17,240
-25
-0.1% -$4.33K 0.2% 106
2024
Q4 		$3.06M Buy
17,265
+929
+6% +$146K 0.21% 101
2024
Q3 		$2.48M Sell
16,336
-1,270
-7% -$218K 0.18% 108
2024
Q2 		$3.2M Sell
17,606
-1,249
-7% -$223K 0.26% 92
2024
Q1 		$3.64M Sell
18,855
-194
-1% -$39.9K 0.3% 88
2023
Q4 		$4.97M Sell
19,049
-421
-2% -$90K 0.51% 55
2023
Q3 		$3.73M Sell
19,470
-296
-1% -$64.8K 0.43% 70
2023
Q2 		$4.17M Sell
19,766
-8
-0% -$1.66K 0.47% 69
2023
Q1 		$4.2M Sell
19,774
-308
-2% -$64K 0.51% 66
2022
Q4 		$3.83M Sell
20,082
-116
-0.6% -$19K 0.5% 63
2022
Q3 		$2.45M Sell
20,198
-91
-0.4% -$14K 0.36% 78
2022
Q2 		$2.77M Buy
20,289
+2,470
+14% +$364K 0.41% 65
2022
Q1 		$3.41M Sell
17,819
-1,996
-10% -$401K 0.43% 68
2021
Q4 		$3.99M Buy
19,815
+18,094
+1,051% +$3.82M 0.53% 65
2021
Q3 		$379K Sell
1,721
-10,332
-86% -$2.3M 0.07% 138
2021
Q2 		$2.89M Buy
12,053
+10,304
+589% +$2.49M 0.52% 61
2021
Q1 		$446K Sell
1,749
-11,524
-87% -$2.56M 0.1% 121
2020
Q4 		$2.84M Buy
+13,273
New +$2.55M 0.5% 70

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

Berger Financial Group's BA Position: Q1 2026 in Review

Berger Financial Group reduced its Boeing (BA) stake by 1.5% in Q1 2026, selling an estimated $58.1K and leaving 16,743 shares worth $3.33M. The position accounts for 0.19% of the portfolio, ranked #106.

Berger Financial Group first reported a position in BA in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.97M in Q4 2023. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Berger Financial Group held 16,743 shares of Boeing worth $3.33M as of Q1 2026.
  • Berger Financial Group sold 255 Boeing shares in Q1 2026, an estimated $58.1K.
  • Boeing made up 0.19% of Berger Financial Group's portfolio in Q1 2026, its #106 holding.
  • Berger Financial Group first reported a position in Boeing in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Boeing position peaked at $4.97M in Q4 2023.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.