Cascade Financial Partners’s Boeing BA Stock Holding History

Cascade Financial Partners’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	$306K	Buy	1,536 +5	+0.3%	+$1.14K	0.03%	208
2025 Q4	$332K	Sell	1,531 -420	-22%	-$86.4K	0.03%	194
2025 Q3	$421K	Sell	1,951 -25	-1%	-$5.64K	0.05%	177
2025 Q2	$414K	Sell	1,976 -90	-4%	-$17K	0.05%	174
2025 Q1	$352K	Hold	2,066	–	–	0.04%	187
2024 Q4	$366K	Sell	2,066 -11	-0.5%	-$1.73K	0.05%	172
2024 Q3	$332K	Sell	2,077 -275	-12%	-$47.2K	0.04%	176
2024 Q2	$428K	Hold	2,352	–	–	0.06%	150
2024 Q1	$399K	Buy	+2,352	New	+$483K	0.06%	147

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

Cascade Financial Partners's BA Position: Q1 2026 in Review

Cascade Financial Partners increased its Boeing (BA) stake by 0.33% in Q1 2026, buying an estimated $1.14K and bringing the position to 1,536 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #208.

Cascade Financial Partners first reported a position in BA in Q1 2024 and has held it in 9 quarters since. The position peaked at $428K in Q2 2024. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Cascade Financial Partners held 1,536 shares of Boeing worth $306K as of Q1 2026.
Cascade Financial Partners bought 5 Boeing shares in Q1 2026, an estimated $1.14K.
Boeing made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #208 holding.
Cascade Financial Partners first reported a position in Boeing in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Boeing position peaked at $428K in Q2 2024.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.