Darden Wealth Group’s Boeing BA Stock Holding History

Darden Wealth Group’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	$1.07M	Sell	5,725 -725	-11%	-$155K	0.42%	48
2026 Q2	$1.4M	Sell	6,450 -475	-7%	-$106K	0.55%	45
2026 Q1	$1.38M	Sell	6,925 -125	-2%	-$28.5K	0.7%	34
2025 Q4	$1.53M	Buy	7,050 +917	+15%	+$189K	0.74%	32
2025 Q3	$1.32M	Buy	6,133 +1,133	+23%	+$255K	0.69%	34
2025 Q2	$1.05M	Buy	5,000 +897	+22%	+$169K	0.63%	42
2025 Q1	$700K	Buy	4,103 +303	+8%	+$52.4K	0.54%	45
2024 Q4	$673K	Sell	3,800 -211	-5%	-$33.1K	0.45%	49
2024 Q3	$610K	Sell	4,011 -3,900	-49%	-$669K	0.44%	52
2024 Q2	$1.44M	Sell	7,911 -1,551	-16%	-$276K	0.87%	21
2024 Q1	$1.83M	Sell	9,462 -3,840	-29%	-$789K	1.43%	14
2023 Q4	$3.47M	Buy	+13,302	New	+$2.84M	3.33%	6

Other funds holding BA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Darden Wealth Group's BA Position: Q3 2026 in Review

Darden Wealth Group reduced its Boeing (BA) stake by 11% in Q3 2026, selling an estimated $155K and leaving 5,725 shares worth $1.07M. The position accounts for 0.42% of the portfolio, ranked #48.

Darden Wealth Group first reported a position in BA in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.47M in Q4 2023. 1,466 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Darden Wealth Group held 5,725 shares of Boeing worth $1.07M as of Q3 2026.
Darden Wealth Group sold 725 Boeing shares in Q3 2026, an estimated $155K.
Boeing made up 0.42% of Darden Wealth Group's portfolio in Q3 2026, its #48 holding.
Darden Wealth Group first reported a position in Boeing in Q4 2023 and has held it in 12 quarters since.
Darden Wealth Group's Boeing position peaked at $3.47M in Q4 2023.
1,466 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.