Biltmore Family Office’s Boeing BA Stock Holding History

Biltmore Family Office’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	$256K	Hold	1,287	–	–	0.04%	217
2025 Q4	$279K	Buy	1,287 +326	+34%	+$67K	0.04%	200
2025 Q3	$207K	Buy	+961	New	+$217K	0.03%	213
2024 Q3	–	Sell	-1,155	Closed	-$210K	–	272
2024 Q2	$210K	Hold	1,155	–	–	0.04%	181
2024 Q1	$223K	Hold	1,155	–	–	0.04%	175
2023 Q4	$301K	Hold	1,155	–	–	0.06%	151
2023 Q3	$221K	Hold	1,155	–	–	0.05%	171
2023 Q2	$244K	Sell	1,155 -14	-1%	-$2.91K	0.05%	165
2023 Q1	$248K	Buy	+1,169	New	+$243K	0.05%	201
2022 Q1	–	Sell	-3,944	Closed	-$794K	–	216
2021 Q4	$794K	Buy	+3,944	New	+$833K	0.15%	94

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Biltmore Family Office's BA Position: Q1 2026 in Review

Biltmore Family Office held its Boeing (BA) position steady in Q1 2026 at 1,287 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #217.

Biltmore Family Office first reported a position in BA in Q4 2021 and has held it in 10 quarters since. The position peaked at $794K in Q4 2021. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Biltmore Family Office held 1,287 shares of Boeing worth $256K as of Q1 2026.
Biltmore Family Office left its Boeing share count unchanged in Q1 2026.
Boeing made up 0.04% of Biltmore Family Office's portfolio in Q1 2026, its #217 holding.
Biltmore Family Office first reported a position in Boeing in Q4 2021 and has held it in 10 quarters since.
Biltmore Family Office's Boeing position peaked at $794K in Q4 2021.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.