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Crestwood Advisors Group’s Boeing BA Stock Holding History

Crestwood Advisors Group’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
2025
Q2 		– Sell
-4,000
Closed -$682K – 533
2025
Q1 		$682K Buy
4,000
+1,000
+33% +$173K 0.01% 308
2024
Q4 		$531K Buy
+3,000
New +$471K 0.01% 297
2022
Q1 		– Sell
-200
Closed -$40K – 290
2021
Q4 		$40K Buy
+200
New +$42.3K ﹤0.01% 296

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Crestwood Advisors Group's BA Position: Q1 2026 in Review

Crestwood Advisors Group increased its Boeing (BA) stake by 30% in Q1 2026, buying an estimated $275K and bringing the position to 5,182 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #298.

Crestwood Advisors Group first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.55M in Q2 2019. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Crestwood Advisors Group held 5,182 shares of Boeing worth $1.03M as of Q1 2026.
  • Crestwood Advisors Group bought 1,209 Boeing shares in Q1 2026, an estimated $275K.
  • Boeing made up 0.02% of Crestwood Advisors Group's portfolio in Q1 2026, its #298 holding.
  • Crestwood Advisors Group first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
  • Crestwood Advisors Group's Boeing position peaked at $1.55M in Q2 2019.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.