Encompass Wealth Advisors’s Boeing BA Stock Holding History

Encompass 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 Q1	$322K	Sell	1,615 -2,000	-55%	-$455K	0.11%	77
2025 Q4	$785K	Sell	3,615 -1,430	-28%	-$294K	0.27%	45
2025 Q3	$1.09M	Buy	5,045 +47	+0.9%	+$10.6K	0.37%	41
2025 Q2	$1.05M	Buy	4,998 +3	+0.1%	+$567	0.38%	39
2025 Q1	$852K	Buy	4,995 +527	+12%	+$91.2K	0.35%	42
2024 Q4	$791K	Sell	4,468 -3,878	-46%	-$609K	0.32%	45
2024 Q3	$1.27M	Sell	8,346 -140	-2%	-$24K	0.32%	64
2024 Q2	$1.54M	Sell	8,486 -205	-2%	-$36.5K	0.41%	51
2024 Q1	$1.68M	Buy	8,691 +434	+5%	+$89.2K	0.45%	46
2023 Q4	$2.15M	Buy	8,257 +1,054	+15%	+$225K	0.65%	30
2023 Q3	$1.38M	Buy	7,203 +478	+7%	+$105K	0.46%	44
2023 Q2	$1.42M	Sell	6,725 -57	-0.8%	-$11.8K	0.46%	43
2023 Q1	$1.44M	Sell	6,782 -225	-3%	-$46.7K	0.49%	43
2022 Q4	$1.33M	Hold	7,007	–	–	0.49%	43
2022 Q3	$848K	Sell	7,007 -400	-5%	-$61.4K	0.32%	59
2022 Q2	$1.01M	Buy	7,407 +50	+0.7%	+$7.38K	0.36%	55
2022 Q1	$1.41M	Hold	7,357	–	–	0.36%	50
2021 Q4	$1.48M	Sell	7,357 -25	-0.3%	-$5.28K	0.36%	51
2021 Q3	$1.62M	Sell	7,382 -975	-12%	-$217K	0.42%	45
2021 Q2	$2M	Buy	8,357 +860	+11%	+$208K	0.49%	43
2021 Q1	$1.78M	Buy	7,497 +140	+2%	+$31.1K	0.45%	48
2020 Q4	$1.57M	Buy	+7,357	New	+$1.41M	0.91%	25

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

Encompass Wealth Advisors's BA Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Boeing (BA) stake by 55% in Q1 2026, selling an estimated $455K and leaving 1,615 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #77.

Encompass Wealth Advisors first reported a position in BA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.15M in Q4 2023. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Encompass Wealth Advisors held 1,615 shares of Boeing worth $322K as of Q1 2026.
Encompass Wealth Advisors sold 2,000 Boeing shares in Q1 2026, an estimated $455K.
Boeing made up 0.11% of Encompass Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Encompass Wealth Advisors first reported a position in Boeing in Q4 2020 and has held it in 22 quarters since.
Encompass Wealth Advisors's Boeing position peaked at $2.15M in Q4 2023.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

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