CWS
BA icon

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
2019
Q1 		– Sell
-400
Closed -$129K – 263
2018
Q4 		$129K Hold
400
– – 0.05% 213
2018
Q3 		$149K Hold
400
– – 0.05% 221
2018
Q2 		$134K Sell
400
-1,200
-75% -$413K 0.05% 218
2018
Q1 		$525K Buy
+1,600
New +$541K 0.22% 104

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 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. 695 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.
  • 695 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.