Denver PWM’s Boeing BA Stock Holding History

Denver PWM’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	$421K	Hold	2,264	–	–	0.14%	65
2026 Q2	$525K	Buy	2,264 +219	+11%	+$48.7K	0.17%	54
2026 Q1	$485K	Buy	2,045 +197	+11%	+$44.9K	0.17%	57
2025 Q4	$387K	Hold	1,848	–	–	0.13%	53
2025 Q3	$387K	Hold	1,848	–	–	0.12%	55
2025 Q2	$387K	Buy	1,848 +628	+51%	+$119K	0.12%	55
2025 Q1	$208K	Buy	1,220 +1,200	+6,000%	+$208K	0.07%	68
2024 Q4	$3.54K	Sell	20 -5,467	-100%	-$858K	﹤0.01%	182
2024 Q3	$834K	Buy	5,487 +4,825	+729%	+$827K	0.32%	36
2024 Q2	$120K	Buy	+662	New	+$118K	0.05%	76
2019 Q4	–	Sell	-30	Closed	-$11.3K	–	80
2019 Q3	$11.3K	Buy	+30	New	+$10.7K	0.01%	177

Other funds holding BA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Denver PWM's BA Position: Q3 2026 in Review

Denver PWM held its Boeing (BA) position steady in Q3 2026 at 2,264 shares worth $421K. The position accounts for 0.14% of the portfolio, ranked #65.

Denver PWM first reported a position in BA in Q3 2019 and has held it in 11 quarters since. The position peaked at $834K in Q3 2024. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Denver PWM held 2,264 shares of Boeing worth $421K as of Q3 2026.
Denver PWM left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.14% of Denver PWM's portfolio in Q3 2026, its #65 holding.
Denver PWM first reported a position in Boeing in Q3 2019 and has held it in 11 quarters since.
Denver PWM's Boeing position peaked at $834K in Q3 2024.
1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.