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Kiley Juergens Wealth Management’s Boeing BA Stock Holding History

Kiley Juergens 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 		$4.44M Buy
22,285
+4,359
+24% +$993K 0.78% 27
2025
Q4 		$3.89M Buy
17,926
+2,276
+15% +$468K 0.84% 27
2025
Q3 		$3.38M Buy
15,650
+712
+5% +$161K 0.74% 29
2025
Q2 		$3.13M Buy
14,938
+427
+3% +$80.7K 0.72% 33
2025
Q1 		$2.47M Sell
14,511
-2,860
-16% -$495K 0.66% 33
2024
Q4 		$3.07M Sell
17,371
-2,746
-14% -$431K 0.77% 29
2024
Q3 		$3.06M Sell
20,117
-1,783
-8% -$306K 0.79% 27
2024
Q2 		$3.99M Sell
21,900
-1,896
-8% -$338K 1.11% 16
2024
Q1 		$4.59M Buy
23,796
+847
+4% +$174K 1.42% 16
2023
Q4 		$5.98M Sell
22,949
-92
-0.4% -$19.7K 2% 13
2023
Q3 		$4.42M Sell
23,041
-373
-2% -$81.6K 1.59% 15
2023
Q2 		$4.94M Sell
23,414
-102
-0.4% -$21.2K 1.71% 14
2023
Q1 		$5M Sell
23,516
-22
-0.1% -$4.57K 1.87% 13
2022
Q4 		$4.48M Sell
23,538
-132
-0.6% -$21.6K 1.88% 16
2022
Q3 		$2.87M Sell
23,670
-888
-4% -$136K 1.35% 16
2022
Q2 		$3.36M Buy
+24,558
New +$3.62M 1.59% 15
2022
Q1 		– Sell
-15,122
Closed -$3.04M – 54
2021
Q4 		$3.04M Sell
15,122
-311
-2% -$65.7K 1.15% 18
2021
Q3 		$3.39M Buy
15,433
+1,213
+9% +$271K 1.49% 15
2021
Q2 		$3.41M Buy
14,220
+30
+0.2% +$7.25K 1.56% 16
2021
Q1 		$3.61M Buy
14,190
+1,870
+15% +$416K 1.89% 13
2020
Q4 		$2.64M Buy
12,320
+630
+5% +$121K 1.56% 15
2020
Q3 		$1.93M Sell
11,690
-2,431
-17% -$414K 1.41% 16
2020
Q2 		$2.59M Buy
14,121
+1,660
+13% +$255K 2.16% 8
2020
Q1 		$1.86M Buy
12,461
+1,869
+18% +$512K 1.92% 12
2019
Q4 		$3.45M Buy
+10,592
New +$3.75M 3.03% 7
2018
Q4 		– Sell
-7,589
Closed -$2.82M – 93
2018
Q3 		$2.82M Buy
7,589
+172
+2% +$60.4K 2.11% 10
2018
Q2 		$2.49M Buy
7,417
+229
+3% +$78.8K 2.22% 9
2018
Q1 		$2.36M Sell
7,188
-466
-6% -$157K 2.56% 10
2017
Q4 		$2.26M Buy
+7,654
New +$2.07M 2.03% 10

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

Kiley Juergens Wealth Management's BA Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Boeing (BA) stake by 24% in Q1 2026, buying an estimated $993K and bringing the position to 22,285 shares worth $4.44M. The position accounts for 0.78% of the portfolio, ranked #27.

Kiley Juergens Wealth Management first reported a position in BA in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.98M in Q4 2023. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Kiley Juergens Wealth Management held 22,285 shares of Boeing worth $4.44M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 4,359 Boeing shares in Q1 2026, an estimated $993K.
  • Boeing made up 0.78% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Kiley Juergens Wealth Management first reported a position in Boeing in Q4 2017 and has held it in 29 quarters since.
  • Kiley Juergens Wealth Management's Boeing position peaked at $5.98M in Q4 2023.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.