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Elite Wealth Management’s Boeing BA Stock Holding History

Elite Wealth Management’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 		$498K Sell
2,500
-114
-4% -$26K 0.16% 37
2025
Q4 		$568K Hold
2,614
– – 0.15% 39
2025
Q3 		$564K Buy
2,614
+107
+4% +$24.1K 0.15% 38
2025
Q2 		$525K Sell
2,507
-58
-2% -$11K 0.17% 24
2025
Q1 		$437K Buy
2,565
+558
+28% +$96.6K 0.06% 27
2024
Q4 		$355K Hold
2,007
– – 0.04% 31
2024
Q3 		$305K Sell
2,007
-1,000
-33% -$171K 0.04% 36
2024
Q2 		$547K Sell
3,007
-600
-17% -$107K 0.02% 31
2024
Q1 		$696K Sell
3,607
-5
-0.1% -$1.03K 0.02% 32
2023
Q4 		$942K Buy
3,612
+505
+16% +$108K 0.06% 26
2023
Q3 		$596K Sell
3,107
-652
-17% -$143K 0.04% 34
2023
Q2 		$794K Sell
3,759
-339
-8% -$70.4K 0.06% 34
2023
Q1 		$871K Hold
4,098
– – 0.05% 30
2022
Q4 		$781K Sell
4,098
-1,090
-21% -$178K 0.07% 31
2022
Q3 		$628K Sell
5,188
-1,890
-27% -$290K 0.05% 31
2022
Q2 		$968K Sell
7,078
-101
-1% -$14.9K 0.15% 27
2022
Q1 		$1.38M Sell
7,179
-127
-2% -$25.5K 0.22% 26
2021
Q4 		$1.47M Buy
7,306
+761
+12% +$161K 0.21% 28
2021
Q3 		$1.44M Buy
6,545
+882
+16% +$197K 0.27% 28
2021
Q2 		$1.36K Buy
5,663
+818
+17% +$198K 0.12% 28
2021
Q1 		$1.23K Buy
4,845
+1,665
+52% +$370K 0.16% 28
2020
Q4 		$681K Sell
3,180
-947
-23% -$182K 0.09% 34
2020
Q3 		$682K Buy
4,127
+689
+20% +$117K 0.09% 30
2020
Q2 		$630K Sell
3,438
-1,222
-26% -$188K 0.19% 29
2020
Q1 		$695K Buy
4,660
+2,749
+144% +$752K 0.54% 27
2019
Q4 		$623K Buy
1,911
+500
+35% +$177K 0.35% 19
2019
Q3 		$537K Hold
1,411
– – 0.74% 18
2019
Q2 		$514K Sell
1,411
-85
-6% -$31K 0.69% 19
2019
Q1 		$571K Sell
1,496
-7
-0.5% -$2.69K 1.06% 17
2018
Q4 		$485K Hold
1,503
– – 0.47% 36
2018
Q3 		$559K Buy
1,503
+500
+50% +$176K 0.12% 37
2018
Q2 		$337K Buy
1,003
+10
+1% +$3.44K 0.12% 40
2018
Q1 		$326K Buy
993
+150
+18% +$50.7K 0.27% 47
2017
Q4 		$249K Buy
+843
New +$228K 0.21% 54
2016
Q3 		$572K Sell
4,343
-950
-18% -$125K 0.93% 28
2016
Q2 		$687K Buy
5,293
+700
+15% +$91.3K 1.13% 26
2016
Q1 		$583K Hold
4,593
– – 0.82% 29
2015
Q4 		$664K Sell
4,593
-6,091
-57% -$877K 0.99% 30
2015
Q3 		$1.4M Sell
10,684
-2,443
-19% -$339K 2.2% 9
2015
Q2 		$1.82M Sell
13,127
-2,136
-14% -$312K 1.89% 10
2015
Q1 		$2.29M Buy
15,263
+2,945
+24% +$429K 2.03% 7
2014
Q4 		$1.6M Sell
12,318
-5,596
-31% -$710K 1.53% 15
2014
Q3 		$2.28M Buy
17,914
+9,358
+109% +$1.18M 2.06% 6
2014
Q2 		$1.09M Sell
8,556
-10,513
-55% -$1.37M 1.09% 19
2014
Q1 		$2.39M Buy
19,069
+7,403
+63% +$965K 1.94% 7
2013
Q4 		$1.59M Buy
11,666
+9,435
+423% +$1.23M 1.16% 18
2013
Q3 		$262K Buy
2,231
+1,863
+506% +$201K 0.23% 64
2013
Q2 		$38K Buy
+368
New +$35K 0.06% 140

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elite Wealth Management's BA Position: Q1 2026 in Review

Elite Wealth Management reduced its Boeing (BA) stake by 4.4% in Q1 2026, selling an estimated $26K and leaving 2,500 shares worth $498K. The position accounts for 0.16% of the portfolio, ranked #37.

Elite Wealth Management first reported a position in BA in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.39M in Q1 2014. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Elite Wealth Management held 2,500 shares of Boeing worth $498K as of Q1 2026.
  • Elite Wealth Management sold 114 Boeing shares in Q1 2026, an estimated $26K.
  • Boeing made up 0.16% of Elite Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Elite Wealth Management first reported a position in Boeing in Q2 2013 and has held it in 48 quarters since.
  • Elite Wealth Management's Boeing position peaked at $2.39M in Q1 2014.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.