Dougherty Wealth Advisers’s Boeing BA Stock Holding History

Dougherty Wealth Advisers’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 Q1	$99.3K	Hold	499	–	–	0.06%	66
2025 Q4	$108K	Hold	499	–	–	0.06%	67
2025 Q3	$108K	Hold	499	–	–	0.07%	60
2025 Q2	$105K	Hold	499	–	–	0.07%	59
2025 Q1	$85.1K	Hold	499	–	–	0.06%	62
2024 Q4	$88.3K	Hold	499	–	–	0.07%	61
2024 Q3	$75.9K	Hold	499	–	–	0.06%	65
2024 Q2	$90.8K	Hold	499	–	–	0.08%	60
2024 Q1	$96.3K	Hold	499	–	–	0.09%	59
2023 Q4	$130K	Hold	499	–	–	0.12%	50
2023 Q3	$95.6K	Hold	499	–	–	0.11%	54
2023 Q2	$105K	Hold	499	–	–	0.14%	51
2023 Q1	$106K	Hold	499	–	–	0.16%	56
2022 Q4	$95.1K	Hold	499	–	–	0.16%	63
2022 Q3	$60K	Hold	499	–	–	0.12%	71
2022 Q2	$68K	Hold	499	–	–	0.13%	69
2022 Q1	$96K	Hold	499	–	–	0.14%	70
2021 Q4	$100K	Hold	499	–	–	0.14%	74
2021 Q3	$110K	Hold	499	–	–	0.16%	68
2021 Q2	$120K	Hold	499	–	–	0.18%	65
2021 Q1	$127K	Hold	499	–	–	0.19%	52
2020 Q4	$107K	Hold	499	–	–	0.17%	58
2020 Q3	$82K	Hold	499	–	–	0.28%	66
2020 Q2	$91K	Hold	499	–	–	0.33%	60
2020 Q1	$74K	Hold	499	–	–	0.29%	67
2019 Q4	$163K	Hold	499	–	–	0.5%	42
2019 Q3	$190K	Hold	499	–	–	0.62%	37
2019 Q2	$182K	Hold	499	–	–	0.51%	42
2019 Q1	$190K	Hold	499	–	–	0.64%	37
2018 Q4	$202K	Buy	+499	New	+$172K	0.67%	37

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dougherty Wealth Advisers's BA Position: Q1 2026 in Review

Dougherty Wealth Advisers held its Boeing (BA) position steady in Q1 2026 at 499 shares worth $99.3K. The position accounts for 0.06% of the portfolio, ranked #66.

Dougherty Wealth Advisers first reported a position in BA in Q4 2018 and has held it in 30 quarters since. The position peaked at $202K in Q4 2018. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Dougherty Wealth Advisers held 499 shares of Boeing worth $99.3K as of Q1 2026.
Dougherty Wealth Advisers left its Boeing share count unchanged in Q1 2026.
Boeing made up 0.06% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #66 holding.
Dougherty Wealth Advisers first reported a position in Boeing in Q4 2018 and has held it in 30 quarters since.
Dougherty Wealth Advisers's Boeing position peaked at $202K in Q4 2018.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.