Brio Consultants’s Boeing BA Stock Holding History

Brio Consultants’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	–	Sell	-1,003	Closed	-$218K	–	153
2025 Q4	$218K	Buy	+1,003	New	+$206K	0.03%	138
2024 Q1	–	Sell	-796	Closed	-$207K	–	96
2023 Q4	$207K	Buy	+796	New	+$170K	0.04%	97
2020 Q3	–	Sell	-1,200	Closed	-$220K	–	74
2020 Q2	$220K	Buy	+1,200	New	+$184K	0.07%	65
2020 Q1	–	Sell	-1,175	Closed	-$383K	–	66
2019 Q4	$383K	Buy	1,175 +6	+0.5%	+$2.12K	0.13%	52
2019 Q3	$445K	Buy	1,169 +147	+14%	+$52.5K	0.17%	47
2019 Q2	$372K	Sell	1,022 -192	-16%	-$70K	0.15%	48
2019 Q1	$463K	Buy	1,214 +6	+0.5%	+$2.31K	0.21%	42
2018 Q4	$390K	Buy	+1,208	New	+$417K	0.2%	47

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

Brio Consultants's BA Position: Q1 2026 in Review

Brio Consultants sold out of Boeing (BA) in Q1 2026, closing a stake of 1,003 shares — an estimated $218K sold.

Brio Consultants first reported a position in BA in Q4 2018 and held it in 8 quarters. The position peaked at $463K in Q1 2019. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Brio Consultants reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Brio Consultants sold 1,003 Boeing shares in Q1 2026, an estimated $218K.
Brio Consultants first reported a position in Boeing in Q4 2018 and held it in 8 quarters.
Brio Consultants's Boeing position peaked at $463K in Q1 2019.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.