Galvin Gaustad & Stein’s Boeing BA Stock Holding History

Galvin Gaustad & Stein’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 Q3	–	Sell	-1,112	Closed	-$241K	–	258
2026 Q2	$241K	Sell	1,112 -79	-7%	-$17.6K	0.02%	247
2026 Q1	$237K	Sell	1,191 -25	-2%	-$5.69K	0.02%	236
2025 Q4	$264K	Buy	+1,216	New	+$250K	0.02%	223
2024 Q1	–	Sell	-794	Closed	-$207K	–	185
2023 Q4	$207K	Buy	+794	New	+$170K	0.02%	179
2021 Q4	–	Sell	-944	Closed	-$208K	–	175
2021 Q3	$208K	Hold	944	–	–	0.02%	173
2021 Q2	$226K	Buy	+944	New	+$228K	0.02%	180

Other funds holding BA

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Galvin Gaustad & Stein's BA Position: Q3 2026 in Review

Galvin Gaustad & Stein sold out of Boeing (BA) in Q3 2026, closing a stake of 1,112 shares — an estimated $241K sold.

Galvin Gaustad & Stein first reported a position in BA in Q2 2021 and held it in 6 quarters. The position peaked at $264K in Q4 2025. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Galvin Gaustad & Stein reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
Galvin Gaustad & Stein sold 1,112 Boeing shares in Q3 2026, an estimated $241K.
Galvin Gaustad & Stein first reported a position in Boeing in Q2 2021 and held it in 6 quarters.
Galvin Gaustad & Stein's Boeing position peaked at $264K in Q4 2025.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.