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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
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

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWS Financial Advisors's BA Position: Q2 2026 in Review

CWS Financial Advisors increased its Boeing (BA) stake by 6.1% in Q2 2026, buying an estimated $19.6K and bringing the position to 1,520 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #122.

CWS Financial Advisors first reported a position in BA in Q4 2019 and has held it in 26 quarters since. The position peaked at $692K in Q4 2019. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • CWS Financial Advisors held 1,520 shares of Boeing worth $329K as of Q2 2026.
  • CWS Financial Advisors bought 88 Boeing shares in Q2 2026, an estimated $19.6K.
  • Boeing made up 0.07% of CWS Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • CWS Financial Advisors first reported a position in Boeing in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Boeing position peaked at $692K in Q4 2019.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.