Patrick M. Sweeney & Associates’s Boeing BA Stock Holding History

Patrick M. Sweeney & Associates’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	$882K	Buy	4,431 +91	+2%	+$20.7K	0.57%	44
2025 Q4	$942K	Buy	4,340 +299	+7%	+$61.5K	0.59%	41
2025 Q3	$872K	Buy	4,041 +50	+1%	+$11.3K	0.56%	42
2025 Q2	$862K	Buy	3,991 +337	+9%	+$63.7K	0.59%	41
2025 Q1	$623K	Buy	3,654 +100	+3%	+$17.3K	0.47%	55
2024 Q4	$629K	Sell	3,554 -308	-8%	-$48.3K	0.47%	56
2024 Q3	$587K	Buy	3,862 +186	+5%	+$31.9K	0.43%	61
2024 Q2	$663K	Buy	3,676 +236	+7%	+$42.1K	0.54%	49
2024 Q1	$664K	Sell	3,440 -24	-0.7%	-$4.93K	0.55%	43
2023 Q4	$903K	Buy	+3,464	New	+$741K	0.83%	30

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

Patrick M. Sweeney & Associates's BA Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Boeing (BA) stake by 2.1% in Q1 2026, buying an estimated $20.7K and bringing the position to 4,431 shares worth $882K. The position accounts for 0.57% of the portfolio, ranked #44.

Patrick M. Sweeney & Associates first reported a position in BA in Q4 2023 and has held it in 10 quarters since. The position peaked at $942K in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Patrick M. Sweeney & Associates held 4,431 shares of Boeing worth $882K as of Q1 2026.
Patrick M. Sweeney & Associates bought 91 Boeing shares in Q1 2026, an estimated $20.7K.
Boeing made up 0.57% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #44 holding.
Patrick M. Sweeney & Associates first reported a position in Boeing in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Boeing position peaked at $942K in Q4 2025.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.