Conrad Siegel Investment Advisors’s Boeing BA Stock Holding History

Conrad Siegel Investment 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 Q3	$221K	Sell	1,186 -115	-9%	-$24.7K	0.04%	69
2026 Q2	$282K	Buy	1,301 +215	+20%	+$47.8K	0.05%	62
2026 Q1	$216K	Buy	1,086 +73	+7%	+$16.6K	0.04%	62
2025 Q4	$220K	Sell	1,013 -11	-1%	-$2.26K	0.04%	56
2025 Q3	$221K	Sell	1,024 -357	-26%	-$80.5K	0.05%	54
2025 Q2	$289K	Buy	+1,381	New	+$261K	0.06%	46

Other funds holding BA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Conrad Siegel Investment Advisors's BA Position: Q3 2026 in Review

Conrad Siegel Investment Advisors reduced its Boeing (BA) stake by 8.8% in Q3 2026, selling an estimated $24.7K and leaving 1,186 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #69.

Conrad Siegel Investment Advisors first reported a position in BA in Q2 2025 and has held it in 6 quarters since. The position peaked at $289K in Q2 2025. 395 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Conrad Siegel Investment Advisors held 1,186 shares of Boeing worth $221K as of Q3 2026.
Conrad Siegel Investment Advisors sold 115 Boeing shares in Q3 2026, an estimated $24.7K.
Boeing made up 0.04% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #69 holding.
Conrad Siegel Investment Advisors first reported a position in Boeing in Q2 2025 and has held it in 6 quarters since.
Conrad Siegel Investment Advisors's Boeing position peaked at $289K in Q2 2025.
395 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.