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Oak Family Advisors’s Boeing BA Stock Holding History

Oak Family Advisors’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 		$99.5K Buy
+500
New +$114K 0.03% 109
2025
Q2 		– Sell
-1,000
Closed -$171K – 103
2025
Q1 		$171K Buy
+1,000
New +$173K 0.06% 92

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Family Advisors's BA Position: Q1 2026 in Review

Oak Family Advisors reduced its Boeing (BA) stake by 18% in Q1 2026, selling an estimated $2.68M and leaving 55,180 shares worth $11M. The position accounts for 3.09% of the portfolio, ranked #5.

Oak Family Advisors first reported a position in BA in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.5M in Q4 2025. 2,504 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Oak Family Advisors held 55,180 shares of Boeing worth $11M as of Q1 2026.
  • Oak Family Advisors sold 11,763 Boeing shares in Q1 2026, an estimated $2.68M.
  • Boeing made up 3.09% of Oak Family Advisors's portfolio in Q1 2026, its #5 holding.
  • Oak Family Advisors first reported a position in Boeing in Q3 2024 and has held it in 7 quarters since.
  • Oak Family Advisors's Boeing position peaked at $14.5M in Q4 2025.
  • 2,504 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.