Grant Private Wealth Management’s Boeing BA Stock Holding History

Grant Private 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 Q3	$613K	Sell	3,297 -669	-17%	-$143K	0.28%	83
2026 Q2	$858K	Sell	3,966 -263	-6%	-$58.5K	0.36%	55
2026 Q1	$842K	Sell	4,229 -317	-7%	-$72.2K	0.45%	49
2025 Q4	$987K	Sell	4,546 -33	-0.7%	-$6.79K	0.6%	38
2025 Q3	$988K	Buy	+4,579	New	+$1.03M	0.61%	35
2025 Q2	–	Sell	-4,946	Closed	-$844K	–	80
2025 Q1	$844K	Sell	4,946 -153	-3%	-$26.5K	0.91%	29
2024 Q4	$903K	Buy	+5,099	New	+$800K	0.97%	25

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Grant Private Wealth Management's BA Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Boeing (BA) stake by 17% in Q3 2026, selling an estimated $143K and leaving 3,297 shares worth $613K. The position accounts for 0.28% of the portfolio, ranked #83.

Grant Private Wealth Management first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $988K in Q3 2025. 874 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Grant Private Wealth Management held 3,297 shares of Boeing worth $613K as of Q3 2026.
Grant Private Wealth Management sold 669 Boeing shares in Q3 2026, an estimated $143K.
Boeing made up 0.28% of Grant Private Wealth Management's portfolio in Q3 2026, its #83 holding.
Grant Private Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Boeing position peaked at $988K in Q3 2025.
874 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.