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Fi3 Financial Advisors’s Boeing BA Stock Holding History

Fi3 Financial 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 		$674K Buy
3,385
+1,298
+62% +$296K 0.19% 54
2025
Q4 		$453K Sell
2,087
-285
-12% -$58.6K 0.14% 83
2025
Q3 		$512K Buy
2,372
+91
+4% +$20.5K 0.17% 53
2025
Q2 		$478K Buy
2,281
+169
+8% +$31.9K 0.17% 55
2025
Q1 		$360K Buy
2,112
+215
+11% +$37.2K 0.15% 67
2024
Q4 		$336K Buy
1,897
+132
+7% +$20.7K 0.13% 68
2024
Q3 		$268K Sell
1,765
-36
-2% -$6.17K 0.11% 77
2024
Q2 		$328K Buy
1,801
+45
+3% +$8.02K 0.14% 50
2024
Q1 		$316K Sell
1,756
-170
-9% -$34.9K 0.15% 53
2023
Q4 		$502K Sell
1,926
-71
-4% -$15.2K 0.24% 35
2023
Q3 		$383K Buy
1,997
+118
+6% +$25.8K 0.21% 43
2023
Q2 		$397K Buy
1,879
+35
+2% +$7.27K 0.21% 42
2023
Q1 		$392K Sell
1,844
-28
-1% -$5.82K 0.21% 45
2022
Q4 		$357K Buy
+1,872
New +$306K 0.2% 43
2022
Q2 		– Sell
-1,063
Closed -$204K – 49
2022
Q1 		$204K Buy
+1,063
New +$213K 0.16% 47
2021
Q3 		– Sell
-920
Closed -$211K – 44
2021
Q2 		$211K Buy
920
+66
+8% +$16K 0.14% 44
2021
Q1 		$218K Buy
+854
New +$190K 0.19% 42

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

Fi3 Financial Advisors's BA Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Boeing (BA) stake by 62% in Q1 2026, buying an estimated $296K and bringing the position to 3,385 shares worth $674K. The position accounts for 0.19% of the portfolio, ranked #54.

Fi3 Financial Advisors first reported a position in BA in Q1 2021 and has held it in 17 quarters since. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Fi3 Financial Advisors held 3,385 shares of Boeing worth $674K as of Q1 2026.
  • Fi3 Financial Advisors bought 1,298 Boeing shares in Q1 2026, an estimated $296K.
  • Boeing made up 0.19% of Fi3 Financial Advisors's portfolio in Q1 2026, its #54 holding.
  • Fi3 Financial Advisors first reported a position in Boeing in Q1 2021 and has held it in 17 quarters since.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.