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Perennial Investment Advisors’s Boeing BA Stock Holding History

Perennial Investment 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 		$856K Buy
4,304
+20
+0.5% +$4.55K 0.07% 211
2025
Q4 		$930K Buy
4,284
+84
+2% +$17.3K 0.07% 198
2025
Q3 		$906K Sell
4,200
-101
-2% -$22.8K 0.07% 193
2025
Q2 		$901K Sell
4,301
-153
-3% -$28.9K 0.09% 187
2025
Q1 		$759K Buy
4,454
+2,051
+85% +$355K 0.09% 191
2024
Q4 		$425K Sell
2,403
-88
-4% -$13.8K 0.05% 243
2024
Q3 		$379K Sell
2,491
-17
-0.7% -$2.92K 0.05% 255
2024
Q2 		$456K Sell
2,508
-307
-11% -$54.7K 0.07% 210
2024
Q1 		$543K Sell
2,815
-557
-17% -$114K 0.08% 183
2023
Q4 		$879K Buy
3,372
+134
+4% +$28.7K 0.15% 118
2023
Q3 		$621K Buy
3,238
+1
+0% +$219 0.11% 151
2023
Q2 		$683K Sell
3,237
-102
-3% -$21.2K 0.12% 139
2023
Q1 		$709K Buy
3,339
+1,237
+59% +$257K 0.13% 135
2022
Q4 		$400K Buy
2,102
+59
+3% +$9.65K 0.16% 123
2022
Q3 		$247K Sell
2,043
-1,030
-34% -$158K 0.11% 156
2022
Q2 		$419K Sell
3,073
-1,021
-25% -$151K 0.16% 118
2022
Q1 		$788K Sell
4,094
-341
-8% -$68.4K 0.25% 80
2021
Q4 		$891K Sell
4,435
-214
-5% -$45.2K 0.28% 75
2021
Q3 		$1.02M Buy
4,649
+161
+4% +$35.9K 0.36% 64
2021
Q2 		$1.07M Buy
4,488
+495
+12% +$120K 0.39% 56
2021
Q1 		$1.02M Buy
3,993
+370
+10% +$82.2K 0.4% 54
2020
Q4 		$775K Buy
3,623
+397
+12% +$76.3K 0.33% 67
2020
Q3 		$534K Buy
3,226
+1,255
+64% +$214K 0.27% 79
2020
Q2 		$361K Sell
1,971
-579
-23% -$89K 0.24% 79
2020
Q1 		$381K Sell
2,550
-29
-1% -$7.94K 0.34% 63
2019
Q4 		$840K Buy
+2,579
New +$913K 0.66% 40

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

Perennial Investment Advisors's BA Position: Q1 2026 in Review

Perennial Investment Advisors increased its Boeing (BA) stake by 0.47% in Q1 2026, buying an estimated $4.55K and bringing the position to 4,304 shares worth $856K. The position accounts for 0.07% of the portfolio, ranked #211.

Perennial Investment Advisors first reported a position in BA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.07M in Q2 2021. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Perennial Investment Advisors held 4,304 shares of Boeing worth $856K as of Q1 2026.
  • Perennial Investment Advisors bought 20 Boeing shares in Q1 2026, an estimated $4.55K.
  • Boeing made up 0.07% of Perennial Investment Advisors's portfolio in Q1 2026, its #211 holding.
  • Perennial Investment Advisors first reported a position in Boeing in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Boeing position peaked at $1.07M in Q2 2021.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.