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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
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% -$30.9K 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

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

Cassaday & Co Wealth Management's BA Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Boeing (BA) stake by 41% in Q1 2026, buying an estimated $314K and bringing the position to 4,740 shares worth $943K. The position accounts for 0.02% of the portfolio, ranked #146.

Cassaday & Co Wealth Management first reported a position in BA in Q4 2022 and has held it in 14 quarters since. The position peaked at $959K in Q4 2023. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Cassaday & Co Wealth Management held 4,740 shares of Boeing worth $943K as of Q1 2026.
  • Cassaday & Co Wealth Management bought 1,379 Boeing shares in Q1 2026, an estimated $314K.
  • Boeing made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Cassaday & Co Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's Boeing position peaked at $959K in Q4 2023.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.