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Journey Strategic Wealth’s Boeing BA Stock Holding History

Journey Strategic Wealth’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 		$1.35M Buy
6,784
+970
+17% +$221K 0.03% 143
2025
Q4 		$1.26M Sell
5,814
-768
-12% -$158K 0.03% 143
2025
Q3 		$1.42M Buy
6,582
+523
+9% +$118K 0.04% 128
2025
Q2 		$1.27M Buy
6,059
+1,510
+33% +$285K 0.04% 129
2025
Q1 		$776K Sell
4,549
-1,411
-24% -$244K 0.03% 167
2024
Q4 		$1.05M Buy
5,960
+1,607
+37% +$252K 0.04% 120
2024
Q3 		$662K Buy
4,353
+1,793
+70% +$307K 0.02% 180
2024
Q2 		$466K Buy
2,560
+1,439
+128% +$256K 0.02% 172
2024
Q1 		$216K Sell
1,121
-29
-3% -$5.96K 0.01% 266
2023
Q4 		$300K Sell
1,150
-118
-9% -$25.2K 0.01% 136
2023
Q3 		$243K Sell
1,268
-22
-2% -$4.81K 0.01% 143
2023
Q2 		$272K Sell
1,290
-683
-35% -$142K 0.01% 129
2023
Q1 		$419K Buy
1,973
+240
+14% +$49.9K 0.04% 120
2022
Q4 		$330K Buy
1,733
+81
+5% +$13.2K 0.04% 134
2022
Q3 		$199K Buy
+1,652
New +$253K 0.03% 159
2022
Q2 		– Sell
-1,552
Closed -$297K – 136
2022
Q1 		$297K Buy
1,552
+21
+1% +$4.21K 0.03% 101
2021
Q4 		$308K Buy
+1,531
New +$323K 0.03% 120

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Journey Strategic Wealth's BA Position: Q1 2026 in Review

Journey Strategic Wealth increased its Boeing (BA) stake by 17% in Q1 2026, buying an estimated $221K and bringing the position to 6,784 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #143.

Journey Strategic Wealth first reported a position in BA in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.42M in Q3 2025. 2,524 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Journey Strategic Wealth held 6,784 shares of Boeing worth $1.35M as of Q1 2026.
  • Journey Strategic Wealth bought 970 Boeing shares in Q1 2026, an estimated $221K.
  • Boeing made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #143 holding.
  • Journey Strategic Wealth first reported a position in Boeing in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's Boeing position peaked at $1.42M in Q3 2025.
  • 2,524 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.