Cladis Investment Advisory’s Boeing BA Stock Holding History

Cladis Investment Advisory’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	$811K	Buy	4,075 +40	+1%	+$9.11K	0.45%	75
2025 Q4	$876K	Hold	4,035	–	–	0.48%	67
2025 Q3	$871K	Buy	4,035 +10	+0.2%	+$2.25K	0.5%	61
2025 Q2	$843K	Sell	4,025 -15	-0.4%	-$2.83K	0.53%	58
2025 Q1	$689K	Hold	4,040	–	–	0.5%	62
2024 Q4	$715K	Buy	4,040 +1,340	+50%	+$210K	0.51%	62
2024 Q3	$411K	Hold	2,700	–	–	0.28%	89
2024 Q2	$491K	Buy	2,700 +90	+3%	+$16K	0.36%	81
2024 Q1	$504K	Sell	2,610 -5,532	-68%	-$1.14M	0.37%	78
2023 Q4	$2.12M	Sell	8,142 -135	-2%	-$28.9K	1.67%	11
2023 Q3	$1.59M	Sell	8,277 -800	-9%	-$175K	1.39%	18
2023 Q2	$1.92M	Sell	9,077 -835	-8%	-$173K	1.67%	11
2023 Q1	$2.11M	Sell	9,912 -1,200	-11%	-$249K	1.89%	8
2022 Q4	$2.12M	Sell	11,112 -478	-4%	-$78.2K	2.11%	6
2022 Q3	$1.4M	Buy	11,590 +90	+0.8%	+$13.8K	1.52%	16
2022 Q2	$1.57M	Buy	11,500 +2,575	+29%	+$380K	1.57%	15
2022 Q1	$1.71M	Buy	8,925 +40	+0.5%	+$8.03K	1.38%	16
2021 Q4	$1.79M	Buy	+8,885	New	+$1.88M	1.43%	16

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

Cladis Investment Advisory's BA Position: Q1 2026 in Review

Cladis Investment Advisory increased its Boeing (BA) stake by 0.99% in Q1 2026, buying an estimated $9.11K and bringing the position to 4,075 shares worth $811K. The position accounts for 0.45% of the portfolio, ranked #75.

Cladis Investment Advisory first reported a position in BA in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.12M in Q4 2023. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Cladis Investment Advisory held 4,075 shares of Boeing worth $811K as of Q1 2026.
Cladis Investment Advisory bought 40 Boeing shares in Q1 2026, an estimated $9.11K.
Boeing made up 0.45% of Cladis Investment Advisory's portfolio in Q1 2026, its #75 holding.
Cladis Investment Advisory first reported a position in Boeing in Q4 2021 and has held it in 18 quarters since.
Cladis Investment Advisory's Boeing position peaked at $2.12M in Q4 2023.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.