Perennial Investment Advisors’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-500
Closed -$130K 363
2023
Q4
$130K Buy
+500
New +$107K 0.02% 326

Other funds holding BA

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.