Capital Advisory Group Advisory Services’s Boeing BA Stock Holding History

Capital Advisory Group Advisory Services’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	-2,302	Closed	-$500K	–	26
2025 Q4	$500K	Buy	2,302 +155	+7%	+$31.9K	0.15%	115
2025 Q3	$464K	Sell	2,147 -111	-5%	-$25K	0.14%	122
2025 Q2	$473K	Buy	2,258 +1	+0%	+$189	0.17%	115
2025 Q1	$385K	Sell	2,257 -148	-6%	-$25.6K	0.15%	123
2024 Q4	$426K	Buy	+2,405	New	+$377K	0.15%	125
2022 Q2	–	Sell	-560	Closed	-$107K	–	231
2022 Q1	$107K	Buy	+560	New	+$112K	0.05%	193
2021 Q4	–	Sell	-1,729	Closed	-$380K	–	197
2021 Q3	$380K	Buy	1,729 +15	+0.9%	+$3.35K	0.14%	131
2021 Q2	$411K	Buy	1,714 +74	+5%	+$17.9K	0.15%	128
2021 Q1	$418K	Sell	1,640 -1,002	-38%	-$223K	0.16%	124
2020 Q4	$566K	Buy	2,642 +2,010	+318%	+$386K	0.24%	91
2020 Q3	$104K	Buy	632 +3	+0.5%	+$511	0.05%	173
2020 Q2	$115K	Buy	629 +505	+407%	+$77.6K	0.06%	169
2020 Q1	$18K	Buy	+124	New	+$33.9K	0.02%	171
2019 Q2	–	Sell	-1,764	Closed	-$679K	–	427
2019 Q1	$679K	Sell	1,764 -1,296	-42%	-$499K	0.49%	35
2018 Q4	$989K	Buy	3,060 +1,311	+75%	+$453K	0.77%	26
2018 Q3	$650K	Sell	1,749 -6	-0.3%	-$2.11K	0.43%	42
2018 Q2	$585K	Buy	1,755 +226	+15%	+$77.7K	0.42%	37
2018 Q1	$503K	Buy	+1,529	New	+$517K	0.37%	45

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Advisory Group Advisory Services's BA Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Boeing (BA) in Q1 2026, closing a stake of 2,302 shares — an estimated $500K sold.

Capital Advisory Group Advisory Services first reported a position in BA in Q1 2018 and held it in 18 quarters. The position peaked at $989K in Q4 2018. 2,527 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,302 Boeing shares in Q1 2026, an estimated $500K.
Capital Advisory Group Advisory Services first reported a position in Boeing in Q1 2018 and held it in 18 quarters.
Capital Advisory Group Advisory Services's Boeing position peaked at $989K in Q4 2018.
2,527 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.