OneAscent Wealth Management’s Boeing BA Stock Holding History

OneAscent 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 Q1	–	Sell	-1,160	Closed	-$252K	–	160
2025 Q4	$252K	Hold	1,160	–	–	0.08%	135
2025 Q3	$250K	Buy	1,160 +20	+2%	+$4.51K	0.08%	145
2025 Q2	$239K	Buy	+1,140	New	+$215K	0.09%	143
2024 Q2	–	Sell	-2,494	Closed	-$481K	–	102
2024 Q1	$481K	Sell	2,494 -391	-14%	-$80.3K	0.18%	74
2023 Q4	$752K	Sell	2,885 -38	-1%	-$8.13K	0.3%	37
2023 Q3	$560K	Buy	+2,923	New	+$640K	0.25%	50
2023 Q2	–	Sell	-1,590	Closed	-$338K	–	109
2023 Q1	$338K	Buy	+1,590	New	+$330K	0.13%	105

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OneAscent Wealth Management's BA Position: Q1 2026 in Review

OneAscent Wealth Management sold out of Boeing (BA) in Q1 2026, closing a stake of 1,160 shares — an estimated $252K sold.

OneAscent Wealth Management first reported a position in BA in Q1 2023 and held it in 7 quarters. The position peaked at $752K in Q4 2023. 2,527 funds tracked by Wall St. Rank hold BA as of Q1 2026.

OneAscent Wealth Management reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
OneAscent Wealth Management sold 1,160 Boeing shares in Q1 2026, an estimated $252K.
OneAscent Wealth Management first reported a position in Boeing in Q1 2023 and held it in 7 quarters.
OneAscent Wealth Management's Boeing position peaked at $752K in Q4 2023.
2,527 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.