OF
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Optimize Financial’s Boeing BA Stock Holding History

Optimize Financial’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 		$303K Buy
+1,520
New +$346K 0.15% 263
2025
Q3 		– Sell
-1,361
Closed -$285K – 338
2025
Q2 		$285K Sell
1,361
-8
-0.6% -$1.51K 0.17% 165
2025
Q1 		$233K Buy
+1,369
New +$237K 0.17% 157

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optimize Financial's BA Position: Q1 2026 in Review

Optimize Financial opened a new position in Boeing (BA) in Q1 2026: 1,520 shares worth $303K. The stake represents 0.15% of the portfolio and ranks #263 among its holdings. This is a return to the name: Optimize Financial previously reported a position in BA as recently as Q2 2025.

Optimize Financial first reported a position in BA in Q1 2025 and has held it in 3 quarters since. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Optimize Financial held 1,520 shares of Boeing worth $303K as of Q1 2026.
  • Boeing was a new Optimize Financial position in Q1 2026.
  • Boeing made up 0.15% of Optimize Financial's portfolio in Q1 2026, its #263 holding.
  • Optimize Financial first reported a position in Boeing in Q1 2025 and has held it in 3 quarters since.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.