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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
2025
Q2 		– Sell
-500
Closed -$85.3K – 477
2025
Q1 		$85.3K Buy
+500
New +$86.5K 0.01% 424
2024
Q3 		– Sell
-500
Closed -$91K – 404
2024
Q2 		$91K Buy
+500
New +$89.1K 0.01% 358

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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. 2,515 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.
  • 2,515 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.