Columbia Advisory Partners
BA icon

Columbia Advisory Partners’s Boeing BA Stock Holding History

Columbia Advisory Partners’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 		$204K Sell
1,098
-602
-35% -$129K 0.11% 96
2026
Q2 		$368K Sell
1,700
-28
-2% -$6.23K 0.2% 67
2026
Q1 		$344K Buy
1,728
+52
+3% +$11.8K 0.22% 62
2025
Q4 		$364K Buy
1,676
+432
+35% +$88.8K 0.25% 59
2025
Q3 		$268K Sell
1,244
-736
-37% -$166K 0.19% 70
2025
Q2 		$415K Sell
1,980
-129
-6% -$24.4K 0.31% 50
2025
Q1 		$360K Buy
2,109
+603
+40% +$104K 0.31% 48
2024
Q4 		$267K Sell
1,506
-1,096
-42% -$172K 0.25% 55
2024
Q3 		$396K Sell
2,602
-285
-10% -$48.9K 0.37% 34
2024
Q2 		$525K Sell
2,887
-193
-6% -$34.4K 0.51% 27
2024
Q1 		$594K Sell
3,080
-18
-0.6% -$3.7K 0.6% 25
2023
Q4 		$807K Sell
3,098
-894
-22% -$191K 0.83% 20
2023
Q3 		$765K Buy
3,992
+32
+0.8% +$7K 0.83% 19
2023
Q2 		$836K Buy
3,960
+26
+0.7% +$5.4K 0.89% 14
2023
Q1 		$836K Sell
3,934
-639
-14% -$133K 0.79% 21
2022
Q4 		$871K Buy
4,573
+734
+19% +$120K 0.83% 13
2022
Q3 		$465K Buy
3,839
+109
+3% +$16.7K 0.57% 21
2022
Q2 		$510K Sell
3,730
-164
-4% -$24.2K 0.58% 20
2022
Q1 		$746K Sell
3,894
-39
-1% -$7.83K 0.75% 16
2021
Q4 		$792K Buy
+3,933
New +$831K 0.79% 14

Other funds holding BA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Columbia Advisory Partners's BA Position: Q3 2026 in Review

Columbia Advisory Partners reduced its Boeing (BA) stake by 35% in Q3 2026, selling an estimated $129K and leaving 1,098 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #96.

Columbia Advisory Partners first reported a position in BA in Q4 2021 and has held it in 20 quarters since. The position peaked at $871K in Q4 2022. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Columbia Advisory Partners held 1,098 shares of Boeing worth $204K as of Q3 2026.
  • Columbia Advisory Partners sold 602 Boeing shares in Q3 2026, an estimated $129K.
  • Boeing made up 0.11% of Columbia Advisory Partners's portfolio in Q3 2026, its #96 holding.
  • Columbia Advisory Partners first reported a position in Boeing in Q4 2021 and has held it in 20 quarters since.
  • Columbia Advisory Partners's Boeing position peaked at $871K in Q4 2022.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Columbia Advisory Partners's 13F filing for Q3 2026, filed 15 Oct 2026.