CF
BA icon

Collier Financial’s Boeing BA Stock Holding History

Collier Financial’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 		$18.3K Buy
92
+48
+109% +$10.9K 0.01% 109
2025
Q4 		$9.55K Hold
44
– – 0.01% 115
2025
Q3 		$9.5K Buy
+44
New +$9.92K 0.01% 116
2025
Q1 		$7.5K Hold
44
– – 0.01% 110
2024
Q4 		$7.79K Buy
+44
New +$6.91K 0.01% 101

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

Collier Financial's BA Position: Q1 2026 in Review

Collier Financial increased its Boeing (BA) stake by 109% in Q1 2026, buying an estimated $10.9K and bringing the position to 92 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #109.

Collier Financial first reported a position in BA in Q4 2024 and has held it in 5 quarters since. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Collier Financial held 92 shares of Boeing worth $18.3K as of Q1 2026.
  • Collier Financial bought 48 Boeing shares in Q1 2026, an estimated $10.9K.
  • Boeing made up 0.01% of Collier Financial's portfolio in Q1 2026, its #109 holding.
  • Collier Financial first reported a position in Boeing in Q4 2024 and has held it in 5 quarters since.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.