Focused Wealth Management’s Boeing BA Stock Holding History

Focused 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
2026 Q1	$717K	Buy	+3,600	New	+$820K	0.07%	90
2023 Q4	–	Sell	-8,800	Closed	-$1.72K	–	1031
2023 Q3	$1.72K	Buy	+8,800	New	+$1.93M	﹤0.01%	793
2021 Q3	–	Sell	-10,000	Closed	-$37K	–	993
2021 Q2	$37K	Buy	+10,000	New	+$2.42M	0.01%	419
2020 Q4	–	Sell	-2,400	Closed	-$8K	–	815
2020 Q3	$8K	Buy	+2,400	New	+$409K	﹤0.01%	532
2014 Q4	–	Sell	-9,000	Closed	-$7K	–	661
2014 Q3	$7K	Buy	+9,000	New	+$1.13M	0.01%	468

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

Focused Wealth Management's BA Position: Q1 2026 in Review

Focused Wealth Management opened a new position in Boeing (BA) in Q1 2026: 3,826 shares worth $761K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in BA as recently as Q3 2024.

Focused Wealth Management first reported a position in BA in Q3 2013 and has held it in 40 quarters since. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Focused Wealth Management held 3,826 shares of Boeing worth $761K as of Q1 2026.
Boeing was a new Focused Wealth Management position in Q1 2026.
Boeing made up 0.08% of Focused Wealth Management's portfolio in Q1 2026, its #89 holding.
Focused Wealth Management first reported a position in Boeing in Q3 2013 and has held it in 40 quarters since.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.