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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
2020
Q3 		– Sell
-1,000
Closed -$7K – 775
2020
Q2 		$7K Hold
1,000
– – ﹤0.01% 533
2020
Q1 		$32K Buy
+1,000
New +$274K 0.01% 325

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

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.