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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NWF Advisory Services's BA Position: Q1 2026 in Review

NWF Advisory Services reduced its Boeing (BA) stake by 6.8% in Q1 2026, selling an estimated $74K and leaving 4,420 shares worth $880K. The position accounts for 0.1% of the portfolio, ranked #146.

NWF Advisory Services first reported a position in BA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.12M in Q2 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

NWF Advisory Services held 4,420 shares of Boeing worth $880K as of Q1 2026.
NWF Advisory Services sold 325 Boeing shares in Q1 2026, an estimated $74K.
Boeing made up 0.1% of NWF Advisory Services's portfolio in Q1 2026, its #146 holding.
NWF Advisory Services first reported a position in Boeing in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Boeing position peaked at $1.12M in Q2 2025.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.