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Bruce G. Allen Investments’s Boeing BA Stock Holding History

Bruce G. Allen Investments’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 		$22.9K Sell
115
-22
-16% -$5.01K 0.02% 382
2025
Q4 		$29.7K Sell
137
-5
-4% -$1.03K 0.02% 344
2025
Q3 		$30.6K Sell
142
-2
-1% -$451 0.02% 337
2025
Q2 		$30.2K Hold
144
– – 0.02% 336
2025
Q1 		$24.6K Hold
144
– – 0.02% 361
2024
Q4 		$25.5K Buy
144
+17
+13% +$2.67K 0.02% 352
2024
Q3 		$19.3K Sell
127
-7
-5% -$1.2K 0.02% 391
2024
Q2 		$24.4K Sell
134
-9
-6% -$1.6K 0.02% 352
2024
Q1 		$27.6K Sell
143
-77
-35% -$15.8K 0.02% 341
2023
Q4 		$57.3K Buy
+220
New +$47.1K 0.05% 211

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

Bruce G. Allen Investments's BA Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Boeing (BA) stake by 16% in Q1 2026, selling an estimated $5.01K and leaving 115 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #382.

Bruce G. Allen Investments first reported a position in BA in Q4 2023 and has held it in 10 quarters since. The position peaked at $57.3K in Q4 2023. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Bruce G. Allen Investments held 115 shares of Boeing worth $22.9K as of Q1 2026.
  • Bruce G. Allen Investments sold 22 Boeing shares in Q1 2026, an estimated $5.01K.
  • Boeing made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #382 holding.
  • Bruce G. Allen Investments first reported a position in Boeing in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Boeing position peaked at $57.3K in Q4 2023.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.