CWS Financial Advisors
BA icon

CWS Financial Advisors’s Boeing BA Stock Holding History

CWS Financial 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 		$283K Hold
1,520
– – 0.06% 139
2026
Q2 		$329K Buy
1,520
+88
+6% +$19.6K 0.07% 122
2026
Q1 		$285K Hold
1,432
– – 0.07% 122
2025
Q4 		$311K Hold
1,432
– – 0.08% 114
2025
Q3 		$309K Hold
1,432
– – 0.09% 114
2025
Q2 		$300K Sell
1,432
-500
-26% -$94.4K 0.09% 109
2025
Q1 		$330K Buy
1,932
+530
+38% +$91.7K 0.1% 100
2024
Q4 		$248K Hold
1,402
– – 0.08% 108
2024
Q3 		$213K Hold
1,402
– – 0.08% 114
2024
Q2 		$255K Hold
1,402
– – 0.1% 93
2024
Q1 		$271K Sell
1,402
-411
-23% -$84.5K 0.11% 91
2023
Q4 		$473K Sell
1,813
-500
-22% -$107K 0.18% 86
2023
Q3 		$443K Hold
2,313
– – 0.18% 89
2023
Q2 		$488K Sell
2,313
-200
-8% -$41.5K 0.19% 87
2023
Q1 		$534K Buy
2,513
+552
+28% +$115K 0.21% 75
2022
Q4 		$500K Sell
1,961
-339
-15% -$55.4K 0.22% 73
2022
Q3 		$278K Buy
2,300
+57
+3% +$8.74K 0.13% 110
2022
Q2 		$307K Buy
2,243
+69
+3% +$10.2K 0.14% 109
2022
Q1 		$416K Buy
2,174
+50
+2% +$10K 0.16% 95
2021
Q4 		$428K Buy
+2,124
New +$449K 0.15% 100
2021
Q2 		$470K Hold
1,961
– – 0.19% 81
2021
Q1 		$500K Hold
1,961
– – 0.22% 73
2020
Q4 		$420K Hold
1,961
– – 0.24% 77
2020
Q3 		$324K Hold
1,961
– – 0.22% 89
2020
Q2 		$359K Buy
1,961
+73
+4% +$11.2K 0.26% 83
2020
Q1 		$615K Sell
1,888
-236
-11% -$64.6K 0.46% 39
2019
Q4 		$692K Buy
+2,124
New +$752K 0.5% 30

Other funds holding BA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

CWS Financial Advisors's BA Position: Q3 2026 in Review

CWS Financial Advisors held its Boeing (BA) position steady in Q3 2026 at 1,520 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #139.

CWS Financial Advisors first reported a position in BA in Q4 2019 and has held it in 27 quarters since. The position peaked at $692K in Q4 2019. 1,752 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • CWS Financial Advisors held 1,520 shares of Boeing worth $283K as of Q3 2026.
  • CWS Financial Advisors left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.06% of CWS Financial Advisors's portfolio in Q3 2026, its #139 holding.
  • CWS Financial Advisors first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
  • CWS Financial Advisors's Boeing position peaked at $692K in Q4 2019.
  • 1,752 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.