HWM
BA icon

Horizon Wealth Management’s Boeing BA Stock Holding History

Horizon 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
Q1 		$2.06M Hold
10,332
– – 0.3% 41
2025
Q4 		$2.24M Buy
10,332
+8,925
+634% +$1.84M 0.35% 33
2025
Q3 		$304K Sell
1,407
-1,925
-58% -$434K 0.04% 96
2025
Q2 		$698K Sell
3,332
-2,065
-38% -$390K 0.12% 46
2025
Q1 		$920K Buy
5,397
+1,073
+25% +$186K 0.16% 35
2024
Q4 		$765K Buy
4,324
+1,000
+30% +$157K 0.13% 38
2024
Q3 		$505K Buy
3,324
+972
+41% +$167K 0.1% 47
2024
Q2 		$428K Buy
2,352
+1,247
+113% +$222K 0.1% 44
2024
Q1 		$213K Sell
1,105
-6,027
-85% -$1.24M 0.06% 75
2023
Q4 		$1.86M Buy
7,132
+1,254
+21% +$268K 0.52% 22
2023
Q3 		$1.13M Sell
5,878
-17
-0.3% -$3.72K 0.45% 22
2023
Q2 		$1.24M Sell
5,895
-54
-0.9% -$11.2K 0.49% 22
2023
Q1 		$1.26M Buy
+5,949
New +$1.24M 0.95% 15
2022
Q3 		– Sell
-28,950
Closed -$3.96M – 74
2022
Q2 		$3.96M Buy
28,950
+5,609
+24% +$827K 1.64% 18
2022
Q1 		$4.47M Buy
23,341
+493
+2% +$99K 1.39% 20
2021
Q4 		$4.6M Buy
+22,848
New +$4.83M 1.34% 18

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

Horizon Wealth Management's BA Position: Q1 2026 in Review

Horizon Wealth Management held its Boeing (BA) position steady in Q1 2026 at 10,332 shares worth $2.06M. The position accounts for 0.3% of the portfolio, ranked #41.

Horizon Wealth Management first reported a position in BA in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.6M in Q4 2021. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Horizon Wealth Management held 10,332 shares of Boeing worth $2.06M as of Q1 2026.
  • Horizon Wealth Management left its Boeing share count unchanged in Q1 2026.
  • Boeing made up 0.3% of Horizon Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Horizon Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 16 quarters since.
  • Horizon Wealth Management's Boeing position peaked at $4.6M in Q4 2021.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.