Compass Wealth Management (Georgia)’s Boeing BA Stock Holding History

Compass Wealth Management (Georgia)’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	$293K	Hold	1,574	–	–	0.12%	62
2026 Q2	$341K	Hold	1,574	–	–	0.14%	56
2026 Q1	$313K	Hold	1,574	–	–	0.13%	56
2025 Q4	$342K	Hold	1,574	–	–	0.14%	54
2025 Q3	$340K	Hold	1,574	–	–	0.15%	52
2025 Q2	$330K	Buy	+1,574	New	+$297K	0.18%	51

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Compass Wealth Management (Georgia)'s BA Position: Q3 2026 in Review

Compass Wealth Management (Georgia) held its Boeing (BA) position steady in Q3 2026 at 1,574 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #62.

Compass Wealth Management (Georgia) first reported a position in BA in Q2 2025 and has held it in 6 quarters since. The position peaked at $342K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Compass Wealth Management (Georgia) held 1,574 shares of Boeing worth $293K as of Q3 2026.
Compass Wealth Management (Georgia) left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.12% of Compass Wealth Management (Georgia)'s portfolio in Q3 2026, its #62 holding.
Compass Wealth Management (Georgia) first reported a position in Boeing in Q2 2025 and has held it in 6 quarters since.
Compass Wealth Management (Georgia)'s Boeing position peaked at $342K in Q4 2025.
1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q3 2026, filed 30 Oct 2026.