Consilium Wealth Advisory
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Consilium Wealth Advisory’s Boeing BA Stock Holding History

Consilium Wealth Advisory’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 		$629K Buy
3,381
+23
+0.7% +$4.93K 0.19% 68
2026
Q2 		$727K Sell
3,358
-28
-0.8% -$6.23K 0.22% 65
2026
Q1 		$674K Buy
3,386
+304
+10% +$69.2K 0.23% 64
2025
Q4 		$669K Buy
3,082
+149
+5% +$30.6K 0.25% 60
2025
Q3 		$633K Sell
2,933
-300
-9% -$67.6K 0.24% 63
2025
Q2 		$677K Sell
3,233
-177
-5% -$33.4K 0.29% 59
2025
Q1 		$582K Buy
+3,410
New +$590K 0.29% 54
2024
Q2 		– Sell
-7,635
Closed -$1.47M – 88
2024
Q1 		$1.47M Sell
7,635
-231
-3% -$47.5K 0.83% 28
2023
Q4 		$2.05M Buy
7,866
+624
+9% +$133K 1.23% 22
2023
Q3 		$1.39M Buy
7,242
+1,753
+32% +$384K 0.97% 26
2023
Q2 		$1.16M Sell
5,489
-10
-0.2% -$2.08K 0.8% 25
2023
Q1 		$1.17M Sell
5,499
-601
-10% -$125K 1% 20
2022
Q4 		$1.16M Sell
6,100
-3,043
-33% -$498K 0.99% 25
2022
Q3 		$1.11M Buy
9,143
+1,345
+17% +$206K 1.23% 21
2022
Q2 		$1.07M Sell
7,798
-1,158
-13% -$171K 1.15% 23
2022
Q1 		$1.72M Buy
8,956
+1,405
+19% +$282K 1.23% 17
2021
Q4 		$1.52M Buy
+7,551
New +$1.6M 0.99% 21

Other funds holding BA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Consilium Wealth Advisory's BA Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Boeing (BA) stake by 0.68% in Q3 2026, buying an estimated $4.93K and bringing the position to 3,381 shares worth $629K. The position accounts for 0.19% of the portfolio, ranked #68.

Consilium Wealth Advisory first reported a position in BA in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.05M in Q4 2023. 1,660 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Consilium Wealth Advisory held 3,381 shares of Boeing worth $629K as of Q3 2026.
  • Consilium Wealth Advisory bought 23 Boeing shares in Q3 2026, an estimated $4.93K.
  • Boeing made up 0.19% of Consilium Wealth Advisory's portfolio in Q3 2026, its #68 holding.
  • Consilium Wealth Advisory first reported a position in Boeing in Q4 2021 and has held it in 17 quarters since.
  • Consilium Wealth Advisory's Boeing position peaked at $2.05M in Q4 2023.
  • 1,660 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.