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Compass Ion Advisors’s Boeing BA Stock Holding History

Compass Ion 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 		– Sell
-954
Closed -$207K – 280
2025
Q4 		$207K Sell
954
-55
-5% -$11.3K 0.02% 263
2025
Q3 		$218K Sell
1,009
-7
-0.7% -$1.58K 0.02% 259
2025
Q2 		$213K Buy
+1,016
New +$192K 0.02% 252

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

Compass Ion Advisors's BA Position: Q1 2026 in Review

Compass Ion Advisors sold out of Boeing (BA) in Q1 2026, closing a stake of 954 shares — an estimated $207K sold.

Compass Ion Advisors first reported a position in BA in Q2 2025 and held it in 3 quarters. The position peaked at $218K in Q3 2025. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Compass Ion Advisors reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Compass Ion Advisors sold 954 Boeing shares in Q1 2026, an estimated $207K.
  • Compass Ion Advisors first reported a position in Boeing in Q2 2025 and held it in 3 quarters.
  • Compass Ion Advisors's Boeing position peaked at $218K in Q3 2025.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.