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Coppell Advisory Solutions’s Boeing BA Stock Holding History

Coppell Advisory Solutions’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
-1,672
Closed -$365K – 48
2025
Q4 		$365K Buy
1,672
+112
+7% +$23K 0.04% 301
2025
Q3 		$339K Buy
1,560
+77
+5% +$17.4K 0.04% 312
2025
Q2 		$318K Buy
+1,483
New +$280K 0.04% 290
2025
Q1 		– Sell
-429
Closed -$76.3K – 459
2024
Q4 		$76.3K Buy
429
+13
+3% +$2.04K 0.01% 482
2024
Q3 		$65K Sell
416
-91
-18% -$15.6K 0.01% 486
2024
Q2 		$92.2K Buy
+507
New +$90.4K 0.02% 375
2023
Q4 		$94.8K Buy
364
+47
+15% +$10.1K 0.02% 373
2023
Q3 		$60.4K Sell
317
-168
-35% -$36.8K 0.02% 273
2023
Q2 		$103K Buy
+485
New +$101K 0.03% 264
2023
Q1 		– Sell
-317
Closed -$60.4K – 264
2022
Q4 		$60.4K Buy
+317
New +$51.9K 0.02% 277

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

Coppell Advisory Solutions's BA Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Boeing (BA) in Q1 2026, closing a stake of 1,672 shares — an estimated $365K sold.

Coppell Advisory Solutions first reported a position in BA in Q4 2022 and held it in 10 quarters. The position peaked at $365K in Q4 2025. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,672 Boeing shares in Q1 2026, an estimated $365K.
  • Coppell Advisory Solutions first reported a position in Boeing in Q4 2022 and held it in 10 quarters.
  • Coppell Advisory Solutions's Boeing position peaked at $365K in Q4 2025.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.