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Clarion Wealth Managment Partners’s Boeing BA Stock Holding History

Clarion Wealth Managment 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 		$229K Buy
+1,149
New +$262K 0.21% 76
2025
Q4 		– Sell
-1,000
Closed -$216K – 83
2025
Q3 		$216K Buy
1,000
+1
+0.1% +$225 0.21% 78
2025
Q2 		$209K Buy
+999
New +$189K 0.23% 77

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

Clarion Wealth Managment Partners's BA Position: Q1 2026 in Review

Clarion Wealth Managment Partners opened a new position in Boeing (BA) in Q1 2026: 1,149 shares worth $229K. The stake represents 0.21% of the portfolio and ranks #76 among its holdings. This is a return to the name: Clarion Wealth Managment Partners previously reported a position in BA as recently as Q3 2025.

Clarion Wealth Managment Partners first reported a position in BA in Q2 2025 and has held it in 3 quarters since. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Clarion Wealth Managment Partners held 1,149 shares of Boeing worth $229K as of Q1 2026.
  • Boeing was a new Clarion Wealth Managment Partners position in Q1 2026.
  • Boeing made up 0.21% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #76 holding.
  • Clarion Wealth Managment Partners first reported a position in Boeing in Q2 2025 and has held it in 3 quarters since.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.