Cypress Wealth Services
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
2020
Q4 		– Sell
-3,169
Closed -$524K – 304
2020
Q3 		$524K Buy
+3,169
New +$540K 0.13% 128

Other funds holding BA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cypress Wealth Services's BA Position: Q3 2026 in Review

Cypress Wealth Services reduced its Boeing (BA) stake by 10% in Q3 2026, selling an estimated $27.9K and leaving 1,118 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #401.

Cypress Wealth Services first reported a position in BA in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.12M in Q2 2019. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Cypress Wealth Services held 1,118 shares of Boeing worth $212K as of Q3 2026.
  • Cypress Wealth Services sold 130 Boeing shares in Q3 2026, an estimated $27.9K.
  • Boeing made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #401 holding.
  • Cypress Wealth Services first reported a position in Boeing in Q4 2017 and has held it in 26 quarters since.
  • Cypress Wealth Services's Boeing position peaked at $2.12M in Q2 2019.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.