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Innovative Advisory Group, LLC’s Boeing BA Stock Holding History

Innovative Advisory Group, LLC’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
-10
Closed -$2.17K – 55
2025
Q4 		$2.17K Buy
10
+4
+67% +$823 ﹤0.01% 193
2025
Q3 		$1.29K Hold
6
– – ﹤0.01% 213
2025
Q2 		$1.26K Hold
6
– – ﹤0.01% 206
2025
Q1 		$1.02K Hold
6
– – ﹤0.01% 191
2024
Q4 		$1.06K Buy
+6
New +$942 ﹤0.01% 183

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 $3.38T AUM 44.17% 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

Innovative Advisory Group, LLC's BA Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Boeing (BA) in Q1 2026, closing a stake of 10 shares — an estimated $2.17K sold.

Innovative Advisory Group, LLC first reported a position in BA in Q4 2024 and held it in 5 quarters. The position peaked at $2.17K in Q4 2025. 2,531 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 10 Boeing shares in Q1 2026, an estimated $2.17K.
  • Innovative Advisory Group, LLC first reported a position in Boeing in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Boeing position peaked at $2.17K in Q4 2025.
  • 2,531 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.