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Collaborative Wealth Management’s Boeing BA Stock Holding History

Collaborative Wealth Management’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 		– Sell
-1,717
Closed -$373K – 169
2025
Q4 		$373K Buy
+1,717
New +$353K 0.13% 145
2024
Q1 		– Sell
-841
Closed -$219K – 173
2023
Q4 		$219K Buy
+841
New +$180K 0.12% 146
2023
Q3 		– Sell
-968
Closed -$204K – 164
2023
Q2 		$204K Sell
968
-134
-12% -$27.8K 0.12% 158
2023
Q1 		$234K Sell
1,102
-6
-0.5% -$1.25K 0.15% 153
2022
Q4 		$211K Buy
+1,108
New +$181K 0.14% 162

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Collaborative Wealth Management's BA Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Boeing (BA) in Q1 2026, closing a stake of 1,717 shares — an estimated $373K sold.

Collaborative Wealth Management first reported a position in BA in Q4 2022 and held it in 5 quarters. The position peaked at $373K in Q4 2025. 2,524 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 1,717 Boeing shares in Q1 2026, an estimated $373K.
  • Collaborative Wealth Management first reported a position in Boeing in Q4 2022 and held it in 5 quarters.
  • Collaborative Wealth Management's Boeing position peaked at $373K in Q4 2025.
  • 2,524 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.