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Medallion Wealth Advisors’s Boeing BA Stock Holding History

Medallion Wealth 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 		$263K Buy
1,323
+5
+0.4% +$1.14K 0.09% 209
2025
Q4 		$286K Sell
1,318
-15
-1% -$3.08K 0.1% 197
2025
Q3 		$288K Sell
1,333
-153
-10% -$34.5K 0.1% 188
2025
Q2 		$312K Sell
1,486
-86
-5% -$16.2K 0.12% 171
2025
Q1 		$266K Buy
1,572
+203
+15% +$35.1K 0.12% 168
2024
Q4 		$238K Buy
+1,369
New +$215K 0.12% 167

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

Medallion Wealth Advisors's BA Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Boeing (BA) stake by 0.38% in Q1 2026, buying an estimated $1.14K and bringing the position to 1,323 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #209.

Medallion Wealth Advisors first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q2 2025. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Medallion Wealth Advisors held 1,323 shares of Boeing worth $263K as of Q1 2026.
  • Medallion Wealth Advisors bought 5 Boeing shares in Q1 2026, an estimated $1.14K.
  • Boeing made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #209 holding.
  • Medallion Wealth Advisors first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Boeing position peaked at $312K in Q2 2025.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.