Emergent Wealth Advisors’s Boeing BA Stock Holding History

Emergent Wealth Advisors’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	$295K	Sell	1,583 -1,061	-40%	-$228K	0.15%	102
2026 Q2	$478K	Sell	2,644 -900	-25%	-$200K	0.25%	70
2026 Q1	$705K	Buy	3,544 +351	+11%	+$79.9K	0.42%	43
2025 Q4	$693K	Buy	3,193 +1,576	+97%	+$324K	0.39%	57
2025 Q3	$349K	Buy	+1,617	New	+$365K	0.2%	83
2024 Q2	–	Sell	-1,248	Closed	-$241K	–	110
2024 Q1	$241K	Sell	1,248 -12	-1%	-$2.47K	0.21%	89
2023 Q4	$328K	Buy	+1,260	New	+$269K	0.31%	67

Other funds holding BA

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Emergent Wealth Advisors's BA Position: Q3 2026 in Review

Emergent Wealth Advisors reduced its Boeing (BA) stake by 40% in Q3 2026, selling an estimated $228K and leaving 1,583 shares worth $295K. The position accounts for 0.15% of the portfolio, ranked #102.

Emergent Wealth Advisors first reported a position in BA in Q4 2023 and has held it in 7 quarters since. The position peaked at $705K in Q1 2026. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Emergent Wealth Advisors held 1,583 shares of Boeing worth $295K as of Q3 2026.
Emergent Wealth Advisors sold 1,061 Boeing shares in Q3 2026, an estimated $228K.
Boeing made up 0.15% of Emergent Wealth Advisors's portfolio in Q3 2026, its #102 holding.
Emergent Wealth Advisors first reported a position in Boeing in Q4 2023 and has held it in 7 quarters since.
Emergent Wealth Advisors's Boeing position peaked at $705K in Q1 2026.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.