Heritage Wealth Advisors’s Boeing BA Stock Holding History

Heritage Wealth Advisors’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	$254K	Hold	1,276	–	–	0.01%	189
2025 Q4	$277K	Buy	1,276 +83	+7%	+$17.1K	0.01%	196
2025 Q3	$257K	Hold	1,193	–	–	0.01%	184
2025 Q2	$250K	Hold	1,193	–	–	0.01%	184
2025 Q1	$203K	Hold	1,193	–	–	0.01%	199
2024 Q4	$211K	Hold	1,193	–	–	0.01%	198
2024 Q3	$181K	Buy	1,193 +70	+6%	+$12K	0.01%	221
2024 Q2	$204K	Hold	1,123	–	–	0.01%	198
2024 Q1	$217K	Hold	1,123	–	–	0.01%	204
2023 Q4	$293K	Sell	1,123 -100	-8%	-$21.4K	0.01%	181
2023 Q3	$234K	Hold	1,223	–	–	0.01%	182
2023 Q2	$258K	Hold	1,223	–	–	0.01%	184
2023 Q1	$260K	Buy	1,223 +12	+1%	+$2.49K	0.01%	182
2022 Q4	$231K	Sell	1,211 -16	-1%	-$2.62K	0.01%	194
2022 Q3	$149K	Hold	1,227	–	–	0.01%	223
2022 Q2	$168K	Sell	1,227 -200	-14%	-$29.5K	0.01%	216
2022 Q1	$273K	Hold	1,427	–	–	0.02%	172
2021 Q4	$287K	Hold	1,427	–	–	0.02%	170
2021 Q3	$314K	Sell	1,427 -5	-0.3%	-$1.11K	0.02%	163
2021 Q2	$343K	Hold	1,432	–	–	0.02%	158
2021 Q1	$365K	Buy	1,432 +192	+15%	+$42.7K	0.02%	159
2020 Q4	$265K	Sell	1,240 -171	-12%	-$32.9K	0.02%	173
2020 Q3	$233K	Hold	1,411	–	–	0.03%	140
2020 Q2	$259K	Buy	1,411 +138	+11%	+$21.2K	0.04%	126
2020 Q1	$190K	Buy	1,273 +14	+1%	+$3.83K	0.03%	132
2019 Q4	$410K	Buy	1,259 +24	+2%	+$8.5K	0.05%	117
2019 Q3	$469K	Sell	1,235 -106	-8%	-$37.9K	0.07%	101
2019 Q2	$488K	Buy	1,341 +380	+40%	+$139K	0.07%	92
2019 Q1	$367K	Sell	961 -73	-7%	-$28.1K	0.06%	98
2018 Q4	$333K	Buy	1,034 +83	+9%	+$28.7K	0.07%	100
2018 Q3	$353K	Buy	951 +100	+12%	+$35.1K	0.07%	96
2018 Q2	$286K	Hold	851	–	–	0.11%	99
2018 Q1	$279K	Hold	851	–	–	0.12%	93
2017 Q4	$251K	Buy	851 +12	+1%	+$3.25K	0.11%	98
2017 Q3	$213K	Buy	+839	New	+$196K	0.11%	101
2016 Q4	–	Sell	-1,639	Closed	-$216K	–	85
2016 Q3	$216K	Sell	1,639 -100	-6%	-$13.2K	0.15%	82
2016 Q2	$226K	Buy	1,739 +112	+7%	+$14.6K	0.15%	87
2016 Q1	$208K	Hold	1,627	–	–	0.16%	78
2015 Q4	$235K	Sell	1,627 -117	-7%	-$16.9K	0.2%	69
2015 Q3	$228K	Sell	1,744 -118	-6%	-$16.4K	0.2%	66
2015 Q2	$259K	Hold	1,862	–	–	0.22%	74
2015 Q1	$279K	Buy	1,862 +235	+14%	+$34.2K	0.23%	73
2014 Q4	$211K	Buy	+1,627	New	+$206K	0.19%	89

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Advisors's BA Position: Q1 2026 in Review

Heritage Wealth Advisors held its Boeing (BA) position steady in Q1 2026 at 1,276 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #189.

Heritage Wealth Advisors first reported a position in BA in Q4 2014 and has held it in 43 quarters since. The position peaked at $488K in Q2 2019. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Heritage Wealth Advisors held 1,276 shares of Boeing worth $254K as of Q1 2026.
Heritage Wealth Advisors left its Boeing share count unchanged in Q1 2026.
Boeing made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #189 holding.
Heritage Wealth Advisors first reported a position in Boeing in Q4 2014 and has held it in 43 quarters since.
Heritage Wealth Advisors's Boeing position peaked at $488K in Q2 2019.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.