NWF Advisory Services
BA icon

NWF Advisory Services’s Boeing BA Stock Holding History

NWF Advisory Services’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 		$764K Sell
4,106
-276
-6% -$59.2K 0.07% 174
2026
Q2 		$949K Sell
4,382
-38
-0.9% -$8.45K 0.09% 151
2026
Q1 		$880K Sell
4,420
-325
-7% -$74K 0.1% 146
2025
Q4 		$1.03M Buy
4,745
+16
+0.3% +$3.29K 0.11% 123
2025
Q3 		$1.02M Sell
4,729
-604
-11% -$136K 0.11% 131
2025
Q2 		$1.12M Buy
5,333
+2,146
+67% +$405K 0.13% 117
2025
Q1 		$543K Buy
3,187
+604
+23% +$105K 0.08% 168
2024
Q4 		$457K Buy
2,583
+391
+18% +$61.4K 0.07% 150
2024
Q3 		$333K Sell
2,192
-600
-21% -$103K 0.05% 223
2024
Q2 		$508K Sell
2,792
-723
-21% -$129K 0.08% 153
2024
Q1 		$678K Buy
3,515
+563
+19% +$116K 0.11% 132
2023
Q4 		$769K Buy
2,952
+246
+9% +$52.6K 0.15% 112
2023
Q3 		$519K Sell
2,706
-250
-8% -$54.7K 0.12% 133
2023
Q2 		$624K Hold
2,956
– – 0.14% 119
2023
Q1 		$624K Buy
+2,956
New +$614K 0.14% 119

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

NWF Advisory Services's BA Position: Q3 2026 in Review

NWF Advisory Services reduced its Boeing (BA) stake by 6.3% in Q3 2026, selling an estimated $59.2K and leaving 4,106 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #174.

NWF Advisory Services first reported a position in BA in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.12M in Q2 2025. 474 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • NWF Advisory Services held 4,106 shares of Boeing worth $764K as of Q3 2026.
  • NWF Advisory Services sold 276 Boeing shares in Q3 2026, an estimated $59.2K.
  • Boeing made up 0.07% of NWF Advisory Services's portfolio in Q3 2026, its #174 holding.
  • NWF Advisory Services first reported a position in Boeing in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's Boeing position peaked at $1.12M in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.