Heritage Wealth Management (Ohio)’s Boeing BA Stock Holding History

Heritage Wealth Management (Ohio)’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	$456K	Sell	2,292 -10	-0.4%	-$2.28K	0.23%	103
2025 Q4	$500K	Hold	2,302	–	–	0.14%	155
2025 Q3	$497K	Buy	2,302 +10	+0.4%	+$2.25K	0.15%	144
2025 Q2	$480K	Sell	2,292 -100	-4%	-$18.9K	0.16%	145
2025 Q1	$408K	Sell	2,392 -3,200	-57%	-$554K	0.14%	158
2024 Q4	$990K	Buy	5,592 +3,133	+127%	+$492K	0.33%	78
2024 Q3	$374K	Sell	2,459 -153	-6%	-$26.2K	0.12%	162
2024 Q2	$483K	Buy	+2,612	New	+$466K	0.16%	134

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 Management (Ohio)'s BA Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Boeing (BA) stake by 0.43% in Q1 2026, selling an estimated $2.28K and leaving 2,292 shares worth $456K. The position accounts for 0.23% of the portfolio, ranked #103.

Heritage Wealth Management (Ohio) first reported a position in BA in Q2 2024 and has held it in 8 quarters since. The position peaked at $990K in Q4 2024. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Heritage Wealth Management (Ohio) held 2,292 shares of Boeing worth $456K as of Q1 2026.
Heritage Wealth Management (Ohio) sold 10 Boeing shares in Q1 2026, an estimated $2.28K.
Boeing made up 0.23% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #103 holding.
Heritage Wealth Management (Ohio) first reported a position in Boeing in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Boeing position peaked at $990K in Q4 2024.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.