Broadway Wealth Solutions
BA icon

Broadway Wealth Solutions’s Boeing BA Stock Holding History

Broadway Wealth Solutions’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
Q3 		– Sell
-969
Closed -$210K – 89
2026
Q2 		$210K Buy
+969
New +$216K 0.1% 87
2026
Q1 		– Sell
-969
Closed -$210K – 97
2025
Q4 		$210K Sell
969
-12
-1% -$2.47K 0.11% 90
2025
Q3 		$212K Buy
981
+12
+1% +$2.71K 0.12% 89
2025
Q2 		$203K Buy
+969
New +$183K 0.13% 92

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Douglas Lane & Associates
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Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Broadway Wealth Solutions's BA Position: Q3 2026 in Review

Broadway Wealth Solutions sold out of Boeing (BA) in Q3 2026, closing a stake of 969 shares — an estimated $210K sold.

Broadway Wealth Solutions first reported a position in BA in Q2 2025 and held it in 4 quarters. The position peaked at $212K in Q3 2025. 615 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Broadway Wealth Solutions reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 969 Boeing shares in Q3 2026, an estimated $210K.
  • Broadway Wealth Solutions first reported a position in Boeing in Q2 2025 and held it in 4 quarters.
  • Broadway Wealth Solutions's Boeing position peaked at $212K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.