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Cypress Wealth Services’s Boeing BA Stock Holding History

Cypress Wealth Services’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 		$270K Buy
1,248
+42
+3% +$9.34K 0.03% 363
2026
Q1 		$240K Buy
1,206
+146
+14% +$33.2K 0.03% 344
2025
Q4 		$230K Buy
+1,060
New +$218K 0.03% 350
2023
Q4 		– Sell
-1,235
Closed -$237K – 245
2023
Q3 		$237K Sell
1,235
-100
-7% -$21.9K 0.07% 207
2023
Q2 		$283K Hold
1,335
– – 0.07% 190
2023
Q1 		$284K Sell
1,335
-5
-0.4% -$1.04K 0.08% 191
2022
Q4 		$255K Buy
+1,340
New +$219K 0.08% 198
2022
Q3 		– Sell
-1,507
Closed -$206K – 225
2022
Q2 		$206K Sell
1,507
-166
-10% -$24.5K 0.07% 213
2022
Q1 		$320K Sell
1,673
-282
-14% -$56.6K 0.09% 173
2021
Q4 		$394K Buy
1,955
+537
+38% +$113K 0.11% 143
2021
Q3 		$312K Buy
1,418
+69
+5% +$15.4K 0.09% 163
2021
Q2 		$323K Sell
1,349
-1,513
-53% -$366K 0.09% 188
2021
Q1 		$729K Sell
2,862
-107
-4% -$23.8K 0.15% 112
2020
Q4 		$636K Buy
+2,969
New +$571K 0.14% 113
2020
Q3 		– Sell
-3,879
Closed -$661K – 280
2020
Q2 		$711K Sell
3,879
-1,193
-24% -$183K 0.17% 111
2020
Q1 		$756K Buy
5,072
+580
+13% +$159K 0.22% 102
2019
Q4 		$1.46M Sell
4,492
-1,050
-19% -$372K 0.37% 80
2019
Q3 		$2.11M Sell
5,542
-288
-5% -$103K 0.58% 56
2019
Q2 		$2.12M Buy
5,830
+406
+7% +$148K 0.61% 51
2019
Q1 		$2.07M Buy
5,424
+560
+12% +$216K 0.66% 47
2018
Q4 		$1.57M Sell
4,864
-220
-4% -$76K 0.62% 51
2018
Q3 		$1.89M Buy
5,084
+716
+16% +$252K 0.68% 40
2018
Q2 		$1.47M Buy
4,368
+814
+23% +$280K 0.56% 53
2018
Q1 		$1.17M Buy
3,554
+484
+16% +$164K 0.5% 59
2017
Q4 		$905K Buy
+3,070
New +$831K 0.38% 73

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cypress Wealth Services's BA Position: Q2 2026 in Review

Cypress Wealth Services increased its Boeing (BA) stake by 3.5% in Q2 2026, buying an estimated $9.34K and bringing the position to 1,248 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #363.

Cypress Wealth Services first reported a position in BA in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.12M in Q2 2019. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Cypress Wealth Services held 1,248 shares of Boeing worth $270K as of Q2 2026.
  • Cypress Wealth Services bought 42 Boeing shares in Q2 2026, an estimated $9.34K.
  • Boeing made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #363 holding.
  • Cypress Wealth Services first reported a position in Boeing in Q4 2017 and has held it in 25 quarters since.
  • Cypress Wealth Services's Boeing position peaked at $2.12M in Q2 2019.
  • 657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.