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NBZ Investment Advisors’s Boeing BA Stock Holding History

NBZ 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
2026
Q1 		$524K Hold
2,635
– – 0.23% 36
2025
Q4 		$572K Hold
2,635
– – 0.25% 31
2025
Q3 		$569K Sell
2,635
-24
-0.9% -$5.41K 0.3% 31
2025
Q2 		$557K Sell
2,659
-37
-1% -$6.99K 0.32% 33
2025
Q1 		$460K Sell
2,696
-148
-5% -$25.6K 0.26% 34
2024
Q4 		$503K Buy
+2,844
New +$446K 0.28% 31

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

NBZ Investment Advisors's BA Position: Q1 2026 in Review

NBZ Investment Advisors held its Boeing (BA) position steady in Q1 2026 at 2,635 shares worth $524K. The position accounts for 0.23% of the portfolio, ranked #36.

NBZ Investment Advisors first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $572K in Q4 2025. 2,508 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • NBZ Investment Advisors held 2,635 shares of Boeing worth $524K as of Q1 2026.
  • NBZ Investment Advisors left its Boeing share count unchanged in Q1 2026.
  • Boeing made up 0.23% of NBZ Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • NBZ Investment Advisors first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's Boeing position peaked at $572K in Q4 2025.
  • 2,508 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.