EWM
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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
2014
Q1 		– Sell
-345
Closed -$4K – 351
2013
Q4 		$4K Buy
+345
New +$44.8K ﹤0.01% 503
2013
Q3 		– Sell
-591
Closed -$6K – 421
2013
Q2 		$6K Buy
+591
New +$56.1K 0.01% 234

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. 2,506 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.
  • 2,506 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.