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Gladstone Institutional Advisory’s Boeing BA Stock Holding History

Gladstone Institutional Advisory’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 		$4.16M Sell
20,924
-982
-4% -$224K 0.15% 151
2025
Q4 		$4.76M Buy
21,906
+5,180
+31% +$1.07M 0.18% 124
2025
Q3 		$3.61M Buy
16,726
+3,280
+24% +$740K 0.14% 162
2025
Q2 		$2.82M Buy
13,446
+1,139
+9% +$215K 0.12% 188
2025
Q1 		$2.1M Sell
12,307
-1,634
-12% -$283K 0.1% 221
2024
Q4 		$2.47M Buy
13,941
+4,774
+52% +$749K 0.11% 192
2024
Q3 		$1.39M Buy
9,167
+431
+5% +$73.9K 0.07% 277
2024
Q2 		$1.59M Buy
8,736
+128
+1% +$22.8K 0.08% 247
2024
Q1 		$1.66M Sell
8,608
-1,767
-17% -$363K 0.09% 232
2023
Q4 		$2.7M Sell
10,375
-2,191
-17% -$469K 0.15% 170
2023
Q3 		$2.41M Sell
12,566
-390
-3% -$85.3K 0.16% 165
2023
Q2 		$2.74M Sell
12,956
-4,977
-28% -$1.03M 0.17% 154
2023
Q1 		$3.81M Buy
17,933
+3,170
+21% +$659K 0.25% 121
2022
Q4 		$2.81M Buy
14,763
+4,496
+44% +$735K 0.2% 147
2022
Q3 		$1.24M Buy
10,267
+10
+0.1% +$1.53K 0.1% 238
2022
Q2 		$1.4M Sell
10,257
-452
-4% -$66.7K 0.11% 213
2022
Q1 		$2.05M Sell
10,709
-218
-2% -$43.8K 0.14% 186
2021
Q4 		$2.2M Sell
10,927
-527
-5% -$111K 0.17% 159
2021
Q3 		$2.52M Buy
11,454
+111
+1% +$24.8K 0.25% 119
2021
Q2 		$2.72M Sell
11,343
-585
-5% -$141K 0.32% 81
2021
Q1 		$3.04M Buy
11,928
+6,027
+102% +$1.34M 0.47% 54
2020
Q4 		$1.26M Buy
5,901
+123
+2% +$23.6K 0.25% 89
2020
Q3 		$955K Buy
5,778
+661
+13% +$113K 0.23% 102
2020
Q2 		$938K Buy
5,117
+96
+2% +$14.8K 0.24% 88
2020
Q1 		$749K Buy
5,021
+3,449
+219% +$944K 0.19% 109
2019
Q4 		$512K Buy
1,572
+196
+14% +$69.4K 0.13% 131
2019
Q3 		$524K Buy
1,376
+400
+41% +$143K 0.13% 133
2019
Q2 		$356K Buy
976
+314
+47% +$114K 0.11% 181
2019
Q1 		$253K Buy
+662
New +$255K 0.09% 170

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

Gladstone Institutional Advisory's BA Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Boeing (BA) stake by 4.5% in Q1 2026, selling an estimated $224K and leaving 20,924 shares worth $4.16M. The position accounts for 0.15% of the portfolio, ranked #151.

Gladstone Institutional Advisory first reported a position in BA in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.76M in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Gladstone Institutional Advisory held 20,924 shares of Boeing worth $4.16M as of Q1 2026.
  • Gladstone Institutional Advisory sold 982 Boeing shares in Q1 2026, an estimated $224K.
  • Boeing made up 0.15% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #151 holding.
  • Gladstone Institutional Advisory first reported a position in Boeing in Q1 2019 and has held it in 29 quarters since.
  • Gladstone Institutional Advisory's Boeing position peaked at $4.76M in Q4 2025.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.