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 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 $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Client 1st Advisory Group's BA Position: Q2 2026 in Review

Client 1st Advisory Group increased its Boeing (BA) stake by 9.1% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,381 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #113.

Client 1st Advisory Group first reported a position in BA in Q2 2023 and has held it in 7 quarters since. The position peaked at $434K in Q4 2025. 524 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Client 1st Advisory Group held 1,381 shares of Boeing worth $299K as of Q2 2026.
Client 1st Advisory Group bought 115 Boeing shares in Q2 2026, an estimated $25.6K.
Boeing made up 0.08% of Client 1st Advisory Group's portfolio in Q2 2026, its #113 holding.
Client 1st Advisory Group first reported a position in Boeing in Q2 2023 and has held it in 7 quarters since.
Client 1st Advisory Group's Boeing position peaked at $434K in Q4 2025.
524 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.