Obermeyer Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $344K | Buy |
+1,729
| New | +$394K | 0.02% | 217 |
|
|
2025
Q4 | – | Sell |
-1,929
| Closed | -$416K | – | 290 |
|
|
2025
Q3 | $416K | Hold |
1,929
| – | – | 0.02% | 193 |
|
|
2025
Q2 | $404K | Sell |
1,929
-1
| -0.1% | -$189 | 0.02% | 182 |
|
|
2025
Q1 | $329K | Buy |
+1,930
| New | +$334K | 0.02% | 192 |
|
|
2024
Q3 | – | Sell |
-1,204
| Closed | -$219K | – | 265 |
|
|
2024
Q2 | $219K | Sell |
1,204
-535
| -31% | -$95.4K | 0.01% | 229 |
|
|
2024
Q1 | $336K | Sell |
1,739
-1,720
| -50% | -$353K | 0.02% | 183 |
|
|
2023
Q4 | $902K | Sell |
3,459
-75
| -2% | -$16K | 0.06% | 80 |
|
|
2023
Q3 | $677K | Buy |
3,534
+2
| +0.1% | +$438 | 0.05% | 89 |
|
|
2023
Q2 | $746K | Hold |
3,532
| – | – | 0.05% | 88 |
|
|
2023
Q1 | $751K | Buy |
3,532
+2,234
| +172% | +$464K | 0.06% | 83 |
|
|
2022
Q4 | $247K | Buy |
+1,298
| New | +$212K | 0.02% | 186 |
|
|
2022
Q3 | – | Sell |
-1,489
| Closed | -$204K | – | 214 |
|
|
2022
Q2 | $204K | Buy |
+1,489
| New | +$220K | 0.02% | 192 |
|
|
2021
Q3 | – | Sell |
-1,349
| Closed | -$323K | – | 219 |
|
|
2021
Q2 | $323K | Hold |
1,349
| – | – | 0.02% | 163 |
|
|
2021
Q1 | $344K | Sell |
1,349
-967
| -42% | -$215K | 0.02% | 150 |
|
|
2020
Q4 | $496K | Buy |
2,316
+77
| +3% | +$14.8K | 0.03% | 89 |
|
|
2020
Q3 | $370K | Sell |
2,239
-47
| -2% | -$8.01K | 0.03% | 100 |
|
|
2020
Q2 | $419K | Sell |
2,286
-258
| -10% | -$39.7K | 0.04% | 87 |
|
|
2020
Q1 | $379K | Buy |
2,544
+314
| +14% | +$86K | 0.04% | 78 |
|
|
2019
Q4 | $726K | Sell |
2,230
-70
| -3% | -$24.8K | 0.06% | 65 |
|
|
2019
Q3 | $875K | Buy |
2,300
+262
| +13% | +$93.7K | 0.08% | 58 |
|
|
2019
Q2 | $742K | Sell |
2,038
-49
| -2% | -$17.9K | 0.07% | 61 |
|
|
2019
Q1 | $796K | Sell |
2,087
-16
| -0.8% | -$6.16K | 0.07% | 59 |
|
|
2018
Q4 | $678K | Buy |
2,103
+11
| +0.5% | +$3.8K | 0.07% | 62 |
|
|
2018
Q3 | $778K | Buy |
2,092
+60
| +3% | +$21.1K | 0.07% | 59 |
|
|
2018
Q2 | $682K | Sell |
2,032
-78
| -4% | -$26.8K | 0.06% | 61 |
|
|
2018
Q1 | $692K | Sell |
2,110
-400
| -16% | -$135K | 0.06% | 63 |
|
|
2017
Q4 | $740K | Hold |
2,510
| – | – | 0.06% | 68 |
|
|
2017
Q3 | $638K | Buy |
2,510
+1,000
| +66% | +$233K | 0.06% | 71 |
|
|
2017
Q2 | $299K | Hold |
1,510
| – | – | 0.03% | 96 |
|
|
2017
Q1 | $267K | Sell |
1,510
-290
| -16% | -$49.4K | 0.02% | 108 |
|
|
2016
Q4 | $280K | Hold |
1,800
| – | – | 0.03% | 109 |
|
|
2016
Q3 | $237K | Buy |
+1,800
| New | +$237K | 0.02% | 115 |
|
|
2016
Q1 | – | Sell |
-1,391
| Closed | -$201K | – | 124 |
|
|
2015
Q4 | $201K | Buy |
+1,391
| New | +$200K | 0.02% | 118 |
|
Other funds holding BA
VCM
VPM
Obermeyer Wealth Partners's BA Position: Q1 2026 in Review
Obermeyer Wealth Partners opened a new position in Boeing (BA) in Q1 2026: 1,729 shares worth $344K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings. This is a return to the name: Obermeyer Wealth Partners previously reported a position in BA as recently as Q3 2025.
Obermeyer Wealth Partners first reported a position in BA in Q4 2015 and has held it in 33 quarters since. The position peaked at $902K in Q4 2023. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- Obermeyer Wealth Partners held 1,729 shares of Boeing worth $344K as of Q1 2026.
- Boeing was a new Obermeyer Wealth Partners position in Q1 2026.
- Boeing made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #217 holding.
- Obermeyer Wealth Partners first reported a position in Boeing in Q4 2015 and has held it in 33 quarters since.
- Obermeyer Wealth Partners's Boeing position peaked at $902K in Q4 2023.
- 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.