CAWM
BA icon

Capital Advisors Wealth Management’s Boeing BA Stock Holding History

Capital Advisors Wealth Management’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 		$539K Sell
2,899
-2
-0.1% -$429 0.06% 138
2026
Q2 		$628K Buy
2,901
+553
+24% +$123K 0.07% 129
2026
Q1 		$467K Sell
2,348
-15
-0.6% -$3.42K 0.06% 136
2025
Q4 		$513K Buy
2,363
+76
+3% +$15.6K 0.07% 130
2025
Q3 		$494K Buy
2,287
+35
+2% +$7.89K 0.07% 128
2025
Q2 		$472K Buy
2,252
+265
+13% +$50.1K 0.07% 115
2025
Q1 		$339K Buy
1,987
+363
+22% +$62.8K 0.06% 131
2024
Q4 		$287K Sell
1,624
-69
-4% -$10.8K 0.05% 136
2024
Q3 		$257K Sell
1,693
-28
-2% -$4.8K 0.05% 140
2024
Q2 		$313K Sell
1,721
-259
-13% -$46.2K 0.06% 118
2024
Q1 		$382K Sell
1,980
-221
-10% -$45.4K 0.08% 101
2023
Q4 		$574K Buy
2,201
+38
+2% +$8.13K 0.13% 74
2023
Q3 		$415K Buy
2,163
+69
+3% +$15.1K 0.11% 88
2023
Q2 		$442K Buy
2,094
+51
+2% +$10.6K 0.11% 84
2023
Q1 		$434K Sell
2,043
-18
-0.9% -$3.74K 0.12% 84
2022
Q4 		$393K Sell
2,061
-15
-0.7% -$2.45K 0.12% 80
2022
Q3 		$251K Sell
2,076
-199
-9% -$30.5K 0.08% 100
2022
Q2 		$311K Sell
2,275
-532
-19% -$78.5K 0.1% 85
2022
Q1 		$538K Buy
2,807
+554
+25% +$111K 0.16% 66
2021
Q4 		$454K Sell
2,253
-877
-28% -$185K 0.14% 72
2021
Q3 		$688K Buy
3,130
+523
+20% +$117K 0.24% 56
2021
Q2 		$625K Buy
2,607
+406
+18% +$98.2K 0.23% 53
2021
Q1 		$561K Buy
+2,201
New +$489K 0.24% 55

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Capital Advisors Wealth Management's BA Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Boeing (BA) stake by 0.07% in Q3 2026, selling an estimated $429 and leaving 2,899 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #138.

Capital Advisors Wealth Management first reported a position in BA in Q1 2021 and has held it in 23 quarters since. The position peaked at $688K in Q3 2021. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Capital Advisors Wealth Management held 2,899 shares of Boeing worth $539K as of Q3 2026.
  • Capital Advisors Wealth Management sold 2 Boeing shares in Q3 2026, an estimated $429.
  • Boeing made up 0.06% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #138 holding.
  • Capital Advisors Wealth Management first reported a position in Boeing in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's Boeing position peaked at $688K in Q3 2021.
  • 123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.