Opal Wealth Advisors’s Boeing BA Stock Holding History

Opal Wealth 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	$250K	Sell	1,254 -195	-13%	-$44.4K	0.06%	173
2025 Q4	$315K	Buy	1,449 +121	+9%	+$24.9K	0.08%	153
2025 Q3	$287K	Sell	1,328 -127	-9%	-$28.6K	0.08%	148
2025 Q2	$305K	Buy	1,455 +85	+6%	+$16.1K	0.08%	135
2025 Q1	$234K	Buy	1,370 +11	+0.8%	+$1.9K	0.07%	158
2024 Q4	$241K	Sell	1,359 -77	-5%	-$12.1K	0.07%	160
2024 Q3	$218K	Buy	1,436 +91	+7%	+$15.6K	0.07%	171
2024 Q2	$245K	Sell	1,345 -19	-1%	-$3.39K	0.08%	146
2024 Q1	$263K	Buy	1,364 +45	+3%	+$9.25K	0.09%	135
2023 Q4	$344K	Buy	1,319 +5	+0.4%	+$1.07K	0.14%	113
2023 Q3	$252K	Buy	1,314 +17	+1%	+$3.72K	0.15%	120
2023 Q2	$274K	Buy	+1,297	New	+$269K	0.14%	108

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

Opal Wealth Advisors's BA Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Boeing (BA) stake by 13% in Q1 2026, selling an estimated $44.4K and leaving 1,254 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #173.

Opal Wealth Advisors first reported a position in BA in Q2 2023 and has held it in 12 quarters since. The position peaked at $344K in Q4 2023. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Opal Wealth Advisors held 1,254 shares of Boeing worth $250K as of Q1 2026.
Opal Wealth Advisors sold 195 Boeing shares in Q1 2026, an estimated $44.4K.
Boeing made up 0.06% of Opal Wealth Advisors's portfolio in Q1 2026, its #173 holding.
Opal Wealth Advisors first reported a position in Boeing in Q2 2023 and has held it in 12 quarters since.
Opal Wealth Advisors's Boeing position peaked at $344K in Q4 2023.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.