Northwest Wealth Management
BA icon

Northwest Wealth Management’s Boeing BA Stock Holding History

Northwest Wealth Management’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
Q3 		– Sell
-1,046
Closed -$226K – 289
2026
Q2 		$226K Buy
+1,046
New +$233K 0.03% 242
2024
Q3 		– Sell
-1,675
Closed -$305K – 168
2024
Q2 		$305K Sell
1,675
-183
-10% -$32.6K 0.08% 118
2024
Q1 		$359K Buy
1,858
+977
+111% +$201K 0.1% 114
2023
Q4 		$230K Buy
+881
New +$188K 0.07% 140
2021
Q3 		– Sell
-860
Closed -$206K – 119
2021
Q2 		$206K Buy
+860
New +$208K 0.11% 120
2020
Q1 		– Sell
-646
Closed -$210K – 92
2019
Q4 		$210K Sell
646
-508
-44% -$180K 0.19% 94
2019
Q3 		$439K Sell
1,154
-14
-1% -$5K 0.36% 74
2019
Q2 		$425K Sell
1,168
-383
-25% -$140K 0.34% 69
2019
Q1 		$592K Buy
1,551
+100
+7% +$38.5K 0.45% 55
2018
Q4 		$468K Sell
1,451
-60
-4% -$20.7K 0.4% 59
2018
Q3 		$562K Hold
1,511
– – 0.42% 57
2018
Q2 		$507K Hold
1,511
– – 0.38% 60
2018
Q1 		$496K Buy
1,511
+326
+28% +$110K 0.37% 59
2017
Q4 		$349K Hold
1,185
– – 0.28% 68
2017
Q3 		$301K Sell
1,185
-245
-17% -$57.1K 0.42% 48
2017
Q2 		$283K Buy
1,430
+25
+2% +$4.65K 0.26% 75
2017
Q1 		$248K Hold
1,405
– – 0.23% 84
2016
Q4 		$219K Buy
+1,405
New +$205K 0.22% 83

Other funds holding BA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Northwest Wealth Management's BA Position: Q3 2026 in Review

Northwest Wealth Management sold out of Boeing (BA) in Q3 2026, closing a stake of 1,046 shares — an estimated $226K sold.

Northwest Wealth Management first reported a position in BA in Q4 2016 and held it in 18 quarters. The position peaked at $592K in Q1 2019. 1,565 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Northwest Wealth Management reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Northwest Wealth Management sold 1,046 Boeing shares in Q3 2026, an estimated $226K.
  • Northwest Wealth Management first reported a position in Boeing in Q4 2016 and held it in 18 quarters.
  • Northwest Wealth Management's Boeing position peaked at $592K in Q1 2019.
  • 1,565 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.