Jessup Wealth Management
BA icon

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
Q3 		– Sell
-3,007
Closed -$651K – 88
2026
Q2 		$651K Sell
3,007
-133
-4% -$29.6K 0.19% 52
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jessup Wealth Management's BA Position: Q3 2026 in Review

Jessup Wealth Management sold out of Boeing (BA) in Q3 2026, closing a stake of 3,007 shares — an estimated $651K sold.

Jessup Wealth Management first reported a position in BA in Q3 2023 and held it in 8 quarters. The position peaked at $6.77M in Q3 2023. 686 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Jessup Wealth Management reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 3,007 Boeing shares in Q3 2026, an estimated $651K.
  • Jessup Wealth Management first reported a position in Boeing in Q3 2023 and held it in 8 quarters.
  • Jessup Wealth Management's Boeing position peaked at $6.77M in Q3 2023.
  • 686 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.