Old North State Wealth Management
BA icon

Old North State Wealth Management’s Boeing BA Stock Holding History

Old North State Wealth Management’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 		$7.42M Buy
39,882
+2,092
+6% +$449K 3.08% 6
2026
Q2 		$8.18M Buy
37,790
+3,825
+11% +$851K 3.49% 4
2026
Q1 		$6.76M Buy
33,965
+6,479
+24% +$1.48M 3.13% 6
2025
Q4 		$5.97M Buy
27,486
+4,810
+21% +$989K 2.8% 7
2025
Q3 		$4.89M Buy
22,676
+1,280
+6% +$289K 2.29% 11
2025
Q2 		$4.48M Buy
21,396
+160
+0.8% +$30.2K 2.34% 11
2025
Q1 		$3.62M Buy
21,236
+1,079
+5% +$187K 2.02% 12
2024
Q4 		$3.57M Buy
20,157
+400
+2% +$62.8K 2.01% 15
2024
Q3 		$3M Buy
19,757
+305
+2% +$52.3K 1.68% 23
2024
Q2 		$3.54M Buy
19,452
+139
+0.7% +$24.8K 2.33% 12
2024
Q1 		$3.73M Sell
19,313
-681
-3% -$140K 2.43% 13
2023
Q4 		$5.21M Sell
19,994
-200
-1% -$42.8K 3.85% 5
2023
Q3 		$3.87M Sell
20,194
-603
-3% -$132K 3.4% 6
2023
Q2 		$4.39M Sell
20,797
-1,305
-6% -$271K 3.85% 4
2023
Q1 		$4.7M Buy
22,102
+300
+1% +$62.3K 4.39% 3
2022
Q4 		$4.15M Buy
21,802
+765
+4% +$125K 4.17% 4
2022
Q3 		$2.55M Buy
21,037
+683
+3% +$105K 2.94% 12
2022
Q2 		$2.78M Buy
20,354
+4,594
+29% +$678K 3.17% 10
2022
Q1 		$3.02M Buy
15,760
+80
+0.5% +$16.1K 3.02% 11
2021
Q4 		$3.16M Buy
+15,680
New +$3.31M 3.18% 11

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

Old North State Wealth Management's BA Position: Q3 2026 in Review

Old North State Wealth Management increased its Boeing (BA) stake by 5.5% in Q3 2026, buying an estimated $449K and bringing the position to 39,882 shares worth $7.42M. The position accounts for 3.08% of the portfolio, ranked #6.

Old North State Wealth Management first reported a position in BA in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.18M in Q2 2026. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Old North State Wealth Management held 39,882 shares of Boeing worth $7.42M as of Q3 2026.
  • Old North State Wealth Management bought 2,092 Boeing shares in Q3 2026, an estimated $449K.
  • Boeing made up 3.08% of Old North State Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Old North State Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 20 quarters since.
  • Old North State Wealth Management's Boeing position peaked at $8.18M in Q2 2026.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Old North State Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.