Cassaday & Co Wealth Management
BA icon

Cassaday & Co Wealth Management’s Boeing BA Stock Holding History

Cassaday & Co 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 		$936K Buy
5,033
+57
+1% +$12.2K 0.02% 167
2026
Q2 		$1.08M Buy
4,976
+236
+5% +$52.5K 0.02% 145
2026
Q1 		$943K Buy
4,740
+1,379
+41% +$314K 0.02% 146
2025
Q4 		$730K Buy
3,361
+200
+6% +$41.1K 0.02% 174
2025
Q3 		$682K Buy
3,161
+11
+0.3% +$2.48K 0.02% 182
2025
Q2 		$660K Sell
3,150
-257
-8% -$48.5K 0.02% 179
2025
Q1 		$581K Buy
3,407
+121
+4% +$20.9K 0.02% 177
2024
Q4 		$582K Buy
3,286
+543
+20% +$85.2K 0.02% 175
2024
Q3 		$417K Sell
2,743
-38
-1% -$6.52K 0.01% 202
2024
Q2 		$506K Sell
2,781
-45
-2% -$8.02K 0.02% 170
2024
Q1 		$545K Sell
2,826
-852
-23% -$175K 0.02% 160
2023
Q4 		$959K Buy
3,678
+7
+0.2% +$1.5K 0.03% 102
2023
Q3 		$704K Sell
3,671
-141
-4% -$30.8K 0.03% 113
2023
Q2 		$805K Buy
3,812
+152
+4% +$31.6K 0.03% 112
2023
Q1 		$778K Sell
3,660
-92
-2% -$19.1K 0.03% 117
2022
Q4 		$715K Buy
+3,752
New +$614K 0.03% 122

Other funds holding BA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cassaday & Co Wealth Management's BA Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Boeing (BA) stake by 1.1% in Q3 2026, buying an estimated $12.2K and bringing the position to 5,033 shares worth $936K. The position accounts for 0.02% of the portfolio, ranked #167.

Cassaday & Co Wealth Management first reported a position in BA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.08M in Q2 2026. 1,466 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Cassaday & Co Wealth Management held 5,033 shares of Boeing worth $936K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 57 Boeing shares in Q3 2026, an estimated $12.2K.
  • Boeing made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Cassaday & Co Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 16 quarters since.
  • Cassaday & Co Wealth Management's Boeing position peaked at $1.08M in Q2 2026.
  • 1,466 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.