First American Trust’s Boeing BA Stock Holding History

First American Trust’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	$5.08M	Buy	25,518 +2,169	+9%	+$494K	0.34%	89
2025 Q4	$5.07M	Sell	23,349 -1,309	-5%	-$269K	0.35%	83
2025 Q3	$5.32M	Buy	+24,658	New	+$5.56M	0.39%	78
2024 Q2	–	Sell	-1,214	Closed	-$234K	–	214
2024 Q1	$234K	Sell	1,214 -195	-14%	-$40.1K	0.02%	193
2023 Q4	$367K	Buy	+1,409	New	+$301K	0.05%	140
2019 Q4	–	Sell	-745	Closed	-$283K	–	140
2019 Q3	$283K	Sell	745 -22	-3%	-$7.86K	0.06%	106
2019 Q2	$279K	Buy	767 +2	+0.3%	+$729	0.06%	100
2019 Q1	$292K	Sell	765 -81	-10%	-$31.2K	0.06%	96
2018 Q4	$272K	Hold	846	–	–	0.07%	93
2018 Q3	$315K	Buy	+846	New	+$297K	0.07%	94
2018 Q2	–	Sell	-656	Closed	-$215K	–	133
2018 Q1	$215K	Buy	+656	New	+$222K	0.05%	121
2016 Q4	–	Sell	-2,830	Closed	-$373K	–	109
2016 Q3	$373K	Sell	2,830 -459	-14%	-$60.5K	0.12%	85
2016 Q2	$427K	Sell	3,289 -1,165	-26%	-$152K	0.15%	82
2016 Q1	$565K	Sell	4,454 -25,029	-85%	-$3.11M	0.2%	76
2015 Q4	$4.26M	Buy	29,483 +109	+0.4%	+$15.7K	1.57%	25
2015 Q3	$3.85M	Buy	29,374 +1,005	+4%	+$139K	1.49%	26
2015 Q2	$3.94M	Buy	28,369 +4,213	+17%	+$614K	1.46%	25
2015 Q1	$3.63M	Sell	24,156 -4,281	-15%	-$623K	1.29%	34
2014 Q4	$3.7M	Buy	+28,437	New	+$3.61M	1.37%	30
2014 Q1	–	Sell	-1,900	Closed	-$259K	–	98
2013 Q4	$259K	Sell	1,900 -500	-21%	-$65K	0.09%	115
2013 Q3	$282K	Hold	2,400	–	–	0.1%	109
2013 Q2	$246K	Buy	+2,400	New	+$228K	0.09%	109

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

First American Trust's BA Position: Q1 2026 in Review

First American Trust increased its Boeing (BA) stake by 9.3% in Q1 2026, buying an estimated $494K and bringing the position to 25,518 shares worth $5.08M. The position accounts for 0.34% of the portfolio, ranked #89.

First American Trust first reported a position in BA in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.32M in Q3 2025. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

First American Trust held 25,518 shares of Boeing worth $5.08M as of Q1 2026.
First American Trust bought 2,169 Boeing shares in Q1 2026, an estimated $494K.
Boeing made up 0.34% of First American Trust's portfolio in Q1 2026, its #89 holding.
First American Trust first reported a position in Boeing in Q2 2013 and has held it in 22 quarters since.
First American Trust's Boeing position peaked at $5.32M in Q3 2025.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.