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Kelleher Financial Advisors’s Boeing BA Stock Holding History

Kelleher Financial Advisors’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 		$737K Hold
3,694
– – 0.19% 90
2025
Q4 		$802K Buy
3,694
+1,856
+101% +$382K 0.18% 84
2025
Q3 		$397K Sell
1,838
-1,806
-50% -$407K 0.1% 125
2025
Q2 		$764K Buy
3,644
+1,713
+89% +$324K 0.27% 56
2025
Q1 		$329K Sell
1,931
-15
-0.8% -$2.6K 0.13% 94
2024
Q4 		$344K Sell
1,946
-763
-28% -$120K 0.13% 91
2024
Q3 		$412K Buy
2,709
+76
+3% +$13K 0.16% 80
2024
Q2 		$479K Buy
2,633
+99
+4% +$17.6K 0.2% 68
2024
Q1 		$489K Buy
2,534
+10
+0.4% +$2.06K 0.2% 69
2023
Q4 		$658K Sell
2,524
-227
-8% -$48.5K 0.31% 46
2023
Q3 		$527K Sell
2,751
-521
-16% -$114K 0.27% 55
2023
Q2 		$691K Buy
3,272
+1
+0% +$208 0.4% 45
2023
Q1 		$695K Hold
3,271
– – 0.46% 42
2022
Q4 		$623K Buy
3,271
+101
+3% +$16.5K 0.47% 42
2022
Q3 		$383K Sell
3,170
-5
-0.2% -$767 0.27% 68
2022
Q2 		$434K Buy
3,175
+150
+5% +$22.1K 0.2% 82
2022
Q1 		$579K Sell
3,025
-90
-3% -$18.1K 0.32% 61
2021
Q4 		$627K Sell
3,115
-2,165
-41% -$457K 0.33% 60
2021
Q3 		$1.16M Buy
5,280
+2,322
+78% +$518K 0.51% 42
2021
Q2 		$709K Hold
2,958
– – 0.4% 54
2021
Q1 		$753K Buy
2,958
+82
+3% +$18.2K 0.48% 46
2020
Q4 		$615K Buy
2,876
+60
+2% +$11.5K 0.46% 45
2020
Q3 		$465K Buy
2,816
+191
+7% +$32.6K 0.39% 57
2020
Q2 		$481K Sell
2,625
-167
-6% -$25.7K 0.46% 45
2020
Q1 		$415K Buy
2,792
+110
+4% +$30.1K 0.5% 45
2019
Q4 		$873K Sell
2,682
-21
-0.8% -$7.43K 0.88% 27
2019
Q3 		$1.03M Hold
2,703
– – 1.25% 17
2019
Q2 		$983K Buy
+2,703
New +$986K 1.21% 19
2018
Q4 		$872K Buy
2,708
+157
+6% +$54.2K 1.4% 15
2018
Q3 		$949K Sell
2,551
-167
-6% -$58.7K 1.23% 16
2018
Q2 		$912K Buy
2,718
+97
+4% +$33.4K 1.3% 15
2018
Q1 		$859K Sell
2,621
-310
-11% -$105K 1.17% 17
2017
Q4 		$864K Buy
2,931
+248
+9% +$67.1K 1.36% 20
2017
Q3 		$682K Sell
2,683
-110
-4% -$25.6K 1.43% 21
2017
Q2 		$552K Sell
2,793
-219
-7% -$40.8K 1.06% 27
2017
Q1 		$533K Buy
3,012
+1,087
+56% +$185K 1.14% 27
2016
Q4 		$299K Sell
1,925
-3,025
-61% -$442K 0.17% 103
2016
Q3 		$652K Hold
4,950
– – 0.37% 61
2016
Q2 		$643K Sell
4,950
-4,103
-45% -$535K 0.39% 60
2016
Q1 		$1.15M Buy
9,053
+7,128
+370% +$885K 0.63% 44
2015
Q4 		$278K Sell
1,925
-25
-1% -$3.6K 0.19% 89
2015
Q3 		$255K Sell
1,950
-100
-5% -$13.9K 0.17% 95
2015
Q2 		$284K Hold
2,050
– – 0.16% 91
2015
Q1 		$307K Sell
2,050
-50
-2% -$7.28K 0.17% 93
2014
Q4 		$272K Sell
2,100
-50
-2% -$6.34K 0.15% 95
2014
Q3 		$269K Hold
2,150
– – 0.15% 97
2014
Q2 		$274K Hold
2,150
– – 0.14% 93
2014
Q1 		$269K Hold
2,150
– – 0.15% 92
2013
Q4 		$293K Sell
2,150
-300
-12% -$39K 0.15% 87
2013
Q3 		$288K Sell
2,450
-200
-8% -$21.5K 0.16% 76
2013
Q2 		$271K Buy
+2,650
New +$252K 0.17% 79

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

Kelleher Financial Advisors's BA Position: Q1 2026 in Review

Kelleher Financial Advisors held its Boeing (BA) position steady in Q1 2026 at 3,694 shares worth $737K. The position accounts for 0.19% of the portfolio, ranked #90.

Kelleher Financial Advisors first reported a position in BA in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.16M in Q3 2021. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Kelleher Financial Advisors held 3,694 shares of Boeing worth $737K as of Q1 2026.
  • Kelleher Financial Advisors left its Boeing share count unchanged in Q1 2026.
  • Boeing made up 0.19% of Kelleher Financial Advisors's portfolio in Q1 2026, its #90 holding.
  • Kelleher Financial Advisors first reported a position in Boeing in Q2 2013 and has held it in 51 quarters since.
  • Kelleher Financial Advisors's Boeing position peaked at $1.16M in Q3 2021.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.