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Clayton Financial Group’s Boeing BA Stock Holding History

Clayton Financial 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 		$1.09M Hold
5,490
– – 0.56% 27
2025
Q4 		$1.19M Buy
5,490
+158
+3% +$32.5K 0.61% 27
2025
Q3 		$1.15M Hold
5,332
– – 0.84% 19
2025
Q2 		$1.12M Sell
5,332
-807
-13% -$152K 1.33% 13
2025
Q1 		$1.05M Sell
6,139
-96
-2% -$16.6K 0.38% 42
2024
Q4 		$1.1M Buy
+6,235
New +$978K 0.4% 41

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

Clayton Financial Group's BA Position: Q1 2026 in Review

Clayton Financial Group held its Boeing (BA) position steady in Q1 2026 at 5,490 shares worth $1.09M. The position accounts for 0.56% of the portfolio, ranked #27.

Clayton Financial Group first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Clayton Financial Group held 5,490 shares of Boeing worth $1.09M as of Q1 2026.
  • Clayton Financial Group left its Boeing share count unchanged in Q1 2026.
  • Boeing made up 0.56% of Clayton Financial Group's portfolio in Q1 2026, its #27 holding.
  • Clayton Financial Group first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
  • Clayton Financial Group's Boeing position peaked at $1.19M in Q4 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.