NWAM LLC
BA icon

NWAM LLC’s Boeing BA Stock Holding History

NWAM 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
2019
Q3 		– Sell
-1,500
Closed -$540K – 398
2019
Q2 		$540K Buy
+1,500
New +$547K 0.11% 187
2018
Q3 		– Sell
-15
Closed -$458K – 348
2018
Q2 		$458K Buy
+15
New +$5.16K 0.11% 195

Other funds holding BA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

NWAM LLC's BA Position: Q3 2026 in Review

NWAM LLC reduced its Boeing (BA) stake by 12% in Q3 2026, selling an estimated $1.1M and leaving 37,444 shares worth $6.97M. The position accounts for 0.33% of the portfolio, ranked #64.

NWAM LLC first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q4 2025. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • NWAM LLC held 37,444 shares of Boeing worth $6.97M as of Q3 2026.
  • NWAM LLC sold 5,120 Boeing shares in Q3 2026, an estimated $1.1M.
  • Boeing made up 0.33% of NWAM LLC's portfolio in Q3 2026, its #64 holding.
  • NWAM LLC first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
  • NWAM LLC's Boeing position peaked at $12.1M in Q4 2025.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.