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Chung Wu Investment Group’s Boeing BA Stock Holding History

Chung Wu Investment Group’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 		$19.9K Buy
+100
New +$22.8K 0.02% 173
2025
Q4 		– Sell
-1,100
Closed -$237K – 265
2025
Q3 		$237K Buy
+1,100
New +$248K 0.2% 85

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

Chung Wu Investment Group's BA Position: Q1 2026 in Review

Chung Wu Investment Group opened a new position in Boeing (BA) in Q1 2026: 100 shares worth $19.9K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings. This is a return to the name: Chung Wu Investment Group previously reported a position in BA as recently as Q3 2025.

Chung Wu Investment Group first reported a position in BA in Q3 2025 and has held it in 2 quarters since. The position peaked at $237K in Q3 2025. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Chung Wu Investment Group held 100 shares of Boeing worth $19.9K as of Q1 2026.
  • Boeing was a new Chung Wu Investment Group position in Q1 2026.
  • Boeing made up 0.02% of Chung Wu Investment Group's portfolio in Q1 2026, its #173 holding.
  • Chung Wu Investment Group first reported a position in Boeing in Q3 2025 and has held it in 2 quarters since.
  • Chung Wu Investment Group's Boeing position peaked at $237K in Q3 2025.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.