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Operose Advisors’s Boeing BA Stock Holding History

Operose 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 		– Sell
-6
Closed -$1.3K – 599
2025
Q4 		$1.3K Buy
+6
New +$1.23K ﹤0.01% 445
2024
Q4 		– Sell
-190
Closed -$28.9K – 446
2024
Q3 		$28.9K Sell
190
-134
-41% -$23K 0.01% 349
2024
Q2 		$59K Sell
324
-1,968
-86% -$351K 0.02% 226
2024
Q1 		$442K Buy
2,292
+1,893
+474% +$389K 0.15% 95
2023
Q4 		$104K Sell
399
-520
-57% -$111K 0.04% 152
2023
Q3 		$176K Buy
919
+505
+122% +$110K 0.07% 147
2023
Q2 		$87.4K Hold
414
– – 0.04% 132
2023
Q1 		$87.9K Sell
414
-50
-11% -$10.4K 0.04% 125
2022
Q4 		$88.4K Hold
464
– – 0.05% 121
2022
Q3 		$56K Hold
464
– – 0.04% 142
2022
Q2 		$63K Hold
464
– – 0.04% 126
2022
Q1 		$89K Buy
464
+69
+17% +$13.8K 0.06% 113
2021
Q4 		$80K Buy
+395
New +$83.5K 0.07% 105

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Operose Advisors's BA Position: Q1 2026 in Review

Operose Advisors sold out of Boeing (BA) in Q1 2026, closing a stake of 6 shares — an estimated $1.3K sold.

Operose Advisors first reported a position in BA in Q4 2021 and held it in 13 quarters. The position peaked at $442K in Q1 2024. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Operose Advisors reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Operose Advisors sold 6 Boeing shares in Q1 2026, an estimated $1.3K.
  • Operose Advisors first reported a position in Boeing in Q4 2021 and held it in 13 quarters.
  • Operose Advisors's Boeing position peaked at $442K in Q1 2024.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.