Jessup Wealth Management’s Boeing BA Stock Holding History

Jessup 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	$625K	Buy	3,140 +334	+12%	+$76.1K	0.23%	46
2025 Q4	$609K	Sell	2,806 -116	-4%	-$23.9K	0.2%	50
2025 Q3	$631K	Sell	2,922 -315	-10%	-$71K	0.23%	42
2025 Q2	$678K	Sell	3,237 -194	-6%	-$36.6K	0.27%	45
2025 Q1	$585K	Buy	3,431 +1,684	+96%	+$291K	0.25%	45
2024 Q4	$309K	Buy	+1,747	New	+$274K	0.13%	55
2023 Q4	–	Sell	-35,314	Closed	-$6.77M	–	56
2023 Q3	$6.77M	Buy	+35,314	New	+$7.73M	3.9%	6

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

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

Jessup Wealth Management increased its Boeing (BA) stake by 12% in Q1 2026, buying an estimated $76.1K and bringing the position to 3,140 shares worth $625K. The position accounts for 0.23% of the portfolio, ranked #46.

Jessup Wealth Management first reported a position in BA in Q3 2023 and has held it in 7 quarters since. The position peaked at $6.77M in Q3 2023. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Jessup Wealth Management held 3,140 shares of Boeing worth $625K as of Q1 2026.
Jessup Wealth Management bought 334 Boeing shares in Q1 2026, an estimated $76.1K.
Boeing made up 0.23% of Jessup Wealth Management's portfolio in Q1 2026, its #46 holding.
Jessup Wealth Management first reported a position in Boeing in Q3 2023 and has held it in 7 quarters since.
Jessup Wealth Management's Boeing position peaked at $6.77M in Q3 2023.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.