CA
BA icon

Claro Advisors’s Boeing BA Stock Holding History

Claro Advisors’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 		$892K Buy
4,482
+430
+11% +$97.9K 0.11% 161
2025
Q4 		$880K Sell
4,052
-16
-0.4% -$3.29K 0.12% 149
2025
Q3 		$878K Sell
4,068
-166
-4% -$37.4K 0.13% 143
2025
Q2 		$887K Sell
4,234
-1,169
-22% -$221K 0.15% 133
2025
Q1 		$921K Buy
5,403
+229
+4% +$39.6K 0.12% 160
2024
Q4 		$916K Buy
5,174
+589
+13% +$92.4K 0.12% 153
2024
Q3 		$697K Buy
4,585
+3,073
+203% +$527K 0.09% 217
2024
Q2 		$275K Buy
1,512
+31
+2% +$5.53K 0.04% 341
2024
Q1 		$286K Sell
1,481
-187
-11% -$38.4K 0.05% 330
2023
Q4 		$435K Buy
1,668
+385
+30% +$82.3K 0.09% 237
2023
Q3 		$246K Buy
1,283
+113
+10% +$24.7K 0.06% 301
2023
Q2 		$247K Buy
1,170
+45
+4% +$9.35K 0.06% 304
2023
Q1 		$239K Buy
1,125
+52
+5% +$10.8K 0.07% 281
2022
Q4 		$204K Buy
+1,073
New +$176K 0.07% 281
2022
Q2 		– Sell
-1,150
Closed -$231K – 283
2022
Q1 		$231K Hold
1,150
– – 0.08% 237
2021
Q4 		$231K Buy
1,150
+26
+2% +$5.49K 0.08% 237
2021
Q3 		$247K Sell
1,124
-130
-10% -$29K 0.1% 204
2021
Q2 		$300K Buy
1,254
+28
+2% +$6.77K 0.14% 164
2021
Q1 		$312K Buy
1,226
+120
+11% +$26.7K 0.16% 155
2020
Q4 		$237K Sell
1,106
-156
-12% -$30K 0.13% 180
2020
Q3 		$209K Buy
1,262
+81
+7% +$13.8K 0.13% 182
2020
Q2 		$216K Buy
+1,181
New +$182K 0.15% 168
2020
Q1 		– Sell
-1,071
Closed -$349K – 158
2019
Q4 		$349K Buy
1,071
+79
+8% +$28K 0.27% 104
2019
Q3 		$378K Sell
992
-15
-1% -$5.36K 0.34% 91
2019
Q2 		$367K Sell
1,007
-100
-9% -$36.5K 0.34% 95
2019
Q1 		$422K Sell
1,107
-34
-3% -$13.1K 0.42% 73
2018
Q4 		$424K Buy
+1,141
New +$394K 0.34% 68

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

Claro Advisors's BA Position: Q1 2026 in Review

Claro Advisors increased its Boeing (BA) stake by 11% in Q1 2026, buying an estimated $97.9K and bringing the position to 4,482 shares worth $892K. The position accounts for 0.11% of the portfolio, ranked #161.

Claro Advisors first reported a position in BA in Q4 2018 and has held it in 27 quarters since. The position peaked at $921K in Q1 2025. 2,508 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Claro Advisors held 4,482 shares of Boeing worth $892K as of Q1 2026.
  • Claro Advisors bought 430 Boeing shares in Q1 2026, an estimated $97.9K.
  • Boeing made up 0.11% of Claro Advisors's portfolio in Q1 2026, its #161 holding.
  • Claro Advisors first reported a position in Boeing in Q4 2018 and has held it in 27 quarters since.
  • Claro Advisors's Boeing position peaked at $921K in Q1 2025.
  • 2,508 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.