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Laurel Wealth Advisors (North Carolina)’s Boeing BA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-281
Closed -$61K – 234
2025
Q4 		$61K Buy
+281
New +$57.8K 0.01% 302
2025
Q2 		– Sell
-155
Closed -$26.4K – 233
2025
Q1 		$26.4K Hold
155
– – ﹤0.01% 384
2024
Q4 		$27.4K Hold
155
– – ﹤0.01% 378
2024
Q3 		$23.6K Sell
155
-200
-56% -$34.3K ﹤0.01% 394
2024
Q2 		$64.6K Buy
355
+25
+8% +$4.46K 0.01% 267
2024
Q1 		$63.7K Hold
330
– – 0.01% 277
2023
Q4 		$86K Hold
330
– – 0.02% 242
2023
Q3 		$63.3K Hold
330
– – 0.01% 259
2023
Q2 		$69.7K Hold
330
– – 0.01% 258
2023
Q1 		$70.1K Hold
330
– – 0.01% 256
2022
Q4 		$62.9K Hold
330
– – 0.01% 243
2022
Q3 		$40K Hold
330
– – 0.01% 273
2022
Q2 		$45K Hold
330
– – 0.01% 265
2022
Q1 		$63K Sell
330
-9
-3% -$1.81K 0.01% 261
2021
Q4 		$68K Hold
339
– – 0.01% 248
2021
Q3 		$75K Sell
339
-655
-66% -$146K 0.02% 238
2021
Q2 		$238K Buy
994
+650
+189% +$157K 0.05% 157
2021
Q1 		$88K Hold
344
– – 0.02% 216
2020
Q4 		$74K Buy
344
+10
+3% +$1.92K 0.02% 224
2020
Q3 		$55K Hold
334
– – 0.02% 232
2020
Q2 		$61K Hold
334
– – 0.02% 216
2020
Q1 		$50K Sell
334
-85
-20% -$23.3K 0.02% 223
2019
Q4 		$136K Hold
419
– – 0.04% 161
2019
Q3 		$159K Buy
419
+5
+1% +$1.79K 0.05% 148
2019
Q2 		$151K Buy
414
+200
+93% +$72.9K 0.05% 152
2019
Q1 		$82K Buy
214
+15
+8% +$5.77K 0.03% 194
2018
Q4 		$64K Buy
+199
New +$68.7K 0.03% 197

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

Laurel Wealth Advisors (North Carolina)'s BA Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Boeing (BA) in Q1 2026, closing a stake of 281 shares — an estimated $61K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BA in Q4 2018 and held it in 27 quarters. The position peaked at $238K in Q2 2021. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 281 Boeing shares in Q1 2026, an estimated $61K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Boeing in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Boeing position peaked at $238K in Q2 2021.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.