Client 1st Advisory Group’s Boeing BA Stock Holding History

Client 1st Advisory 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 Q3	$237K	Sell	1,276 -105	-8%	-$22.5K	0.06%	129
2026 Q2	$299K	Buy	1,381 +115	+9%	+$25.6K	0.08%	113
2026 Q1	$252K	Sell	1,266 -733	-37%	-$167K	0.08%	121
2025 Q4	$434K	Buy	1,999 +250	+14%	+$51.4K	0.14%	78
2025 Q3	$377K	Buy	1,749 +584	+50%	+$132K	0.13%	83
2025 Q2	$244K	Buy	+1,165	New	+$220K	0.09%	113
2025 Q1	–	Sell	-1,217	Closed	-$215K	–	131
2024 Q4	$215K	Buy	+1,217	New	+$191K	0.08%	123
2023 Q3	–	Sell	-1,566	Closed	-$331K	–	100
2023 Q2	$331K	Buy	+1,566	New	+$325K	0.17%	72

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Client 1st Advisory Group's BA Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Boeing (BA) stake by 7.6% in Q3 2026, selling an estimated $22.5K and leaving 1,276 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #129.

Client 1st Advisory Group first reported a position in BA in Q2 2023 and has held it in 8 quarters since. The position peaked at $434K in Q4 2025. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Client 1st Advisory Group held 1,276 shares of Boeing worth $237K as of Q3 2026.
Client 1st Advisory Group sold 105 Boeing shares in Q3 2026, an estimated $22.5K.
Boeing made up 0.06% of Client 1st Advisory Group's portfolio in Q3 2026, its #129 holding.
Client 1st Advisory Group first reported a position in Boeing in Q2 2023 and has held it in 8 quarters since.
Client 1st Advisory Group's Boeing position peaked at $434K in Q4 2025.
555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.