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Mount Yale Investment Advisors’s Boeing BA Stock Holding History

Mount Yale Investment 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
2025
Q1 		– Sell
-200
Closed -$750 – 540
2024
Q4 		$750 Buy
+200
New +$31.4K ﹤0.01% 551

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's BA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Boeing (BA) stake by 58% in Q1 2026, buying an estimated $1.57M and bringing the position to 18,746 shares worth $3.73M. The position accounts for 0.09% of the portfolio, ranked #236.

Mount Yale Investment Advisors first reported a position in BA in Q1 2018 and has held it in 23 quarters since. 2,516 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Mount Yale Investment Advisors held 18,746 shares of Boeing worth $3.73M as of Q1 2026.
  • Mount Yale Investment Advisors bought 6,907 Boeing shares in Q1 2026, an estimated $1.57M.
  • Boeing made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #236 holding.
  • Mount Yale Investment Advisors first reported a position in Boeing in Q1 2018 and has held it in 23 quarters since.
  • 2,516 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.