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Cohen Investment Advisors’s Boeing BA Stock Holding History

Cohen Investment 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 		$2.84M Buy
14,259
+193
+1% +$44K 1.35% 35
2025
Q4 		$3.05M Buy
14,066
+364
+3% +$74.9K 1.4% 34
2025
Q3 		$2.96M Buy
13,702
+612
+5% +$138K 1.44% 35
2025
Q2 		$2.74M Buy
13,090
+643
+5% +$121K 1.43% 34
2025
Q1 		$2.12M Buy
12,447
+1,804
+17% +$312K 1.23% 38
2024
Q4 		$1.88M Sell
10,643
-925
-8% -$145K 1.14% 39
2024
Q3 		$1.76M Buy
11,568
+2,074
+22% +$356K 1.08% 39
2024
Q2 		$1.82M Sell
9,494
-937
-9% -$167K 1.46% 33
2024
Q1 		$2.01M Buy
10,431
+751
+8% +$154K 1.3% 38
2023
Q4 		$2.52M Buy
9,680
+186
+2% +$39.8K 1.86% 23
2023
Q3 		$1.82M Buy
9,494
+981
+12% +$215K 1.46% 33
2023
Q2 		$1.8M Sell
8,513
-979
-10% -$203K 1.45% 35
2023
Q1 		$2.02M Sell
9,492
-173
-2% -$35.9K 1.59% 30
2022
Q4 		$1.84M Buy
9,665
+248
+3% +$40.6K 1.53% 30
2022
Q3 		$1.14M Buy
9,417
+145
+2% +$22.2K 1.05% 40
2022
Q2 		$1.27M Buy
9,272
+465
+5% +$68.6K 1.09% 40
2022
Q1 		$1.69M Buy
8,807
+53
+0.6% +$10.6K 1.25% 39
2021
Q4 		$1.76M Buy
8,754
+240
+3% +$50.7K 1.26% 39
2021
Q3 		$1.87M Buy
8,514
+94
+1% +$21K 1.44% 40
2021
Q2 		$2.02M Buy
8,420
+1,345
+19% +$325K 1.57% 35
2021
Q1 		$1.77M Buy
7,075
+324
+5% +$72K 1.44% 37
2020
Q4 		$1.45M Buy
+6,751
New +$1.3M 1.3% 37

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

Cohen Investment Advisors's BA Position: Q1 2026 in Review

Cohen Investment Advisors increased its Boeing (BA) stake by 1.4% in Q1 2026, buying an estimated $44K and bringing the position to 14,259 shares worth $2.84M. The position accounts for 1.35% of the portfolio, ranked #35.

Cohen Investment Advisors first reported a position in BA in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.05M in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Cohen Investment Advisors held 14,259 shares of Boeing worth $2.84M as of Q1 2026.
  • Cohen Investment Advisors bought 193 Boeing shares in Q1 2026, an estimated $44K.
  • Boeing made up 1.35% of Cohen Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Cohen Investment Advisors first reported a position in Boeing in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Boeing position peaked at $3.05M in Q4 2025.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.