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Guardian Wealth Advisors (North Carolina)’s Boeing BA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.02M Buy
5,118
+184
+4% +$41.9K 0.06% 156
2025
Q4 		$1.07M Buy
4,934
+102
+2% +$21K 0.07% 149
2025
Q3 		$1.04M Buy
4,832
+144
+3% +$32.5K 0.07% 145
2025
Q2 		$982K Buy
4,688
+204
+5% +$38.5K 0.07% 146
2025
Q1 		$765K Buy
4,484
+41
+0.9% +$7.1K 0.06% 149
2024
Q4 		$786K Buy
4,443
+116
+3% +$18.2K 0.06% 151
2024
Q3 		$658K Buy
4,327
+182
+4% +$31.2K 0.07% 135
2024
Q2 		$754K Buy
4,145
+1,758
+74% +$313K 0.09% 120
2024
Q1 		$461K Buy
2,387
+964
+68% +$198K 0.06% 166
2023
Q4 		$371K Sell
1,423
-113
-7% -$24.2K 0.06% 171
2023
Q3 		$294K Buy
1,536
+326
+27% +$71.3K 0.05% 187
2023
Q2 		$255K Buy
1,210
+123
+11% +$25.6K 0.04% 189
2023
Q1 		$231K Sell
1,087
-476
-30% -$98.9K 0.04% 198
2022
Q4 		$298K Sell
1,563
-209
-12% -$34.2K 0.06% 154
2022
Q3 		$215K Buy
+1,772
New +$272K 0.04% 173

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

Guardian Wealth Advisors (North Carolina)'s BA Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Boeing (BA) stake by 3.7% in Q1 2026, buying an estimated $41.9K and bringing the position to 5,118 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #156.

Guardian Wealth Advisors (North Carolina) first reported a position in BA in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2025. 2,504 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 5,118 shares of Boeing worth $1.02M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 184 Boeing shares in Q1 2026, an estimated $41.9K.
  • Boeing made up 0.06% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #156 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Boeing in Q3 2022 and has held it in 15 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Boeing position peaked at $1.07M in Q4 2025.
  • 2,504 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.