Perfromance Wealth Partners’s Boeing BA Stock Holding History

Perfromance Wealth Partners’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	$689K	Sell	3,461 -39	-1%	-$8.88K	0.02%	102
2025 Q4	$760K	Buy	3,500 +1,299	+59%	+$267K	0.02%	93
2025 Q3	$475K	Hold	2,201	–	–	0.01%	120
2025 Q2	$461K	Buy	2,201 +501	+29%	+$94.6K	0.01%	112
2025 Q1	$290K	Hold	1,700	–	–	0.01%	136
2024 Q4	$301K	Sell	1,700 -1,000	-37%	-$157K	0.01%	131
2024 Q3	$411K	Buy	2,700 +1,500	+125%	+$257K	0.01%	117
2024 Q2	$218K	Hold	1,200	–	–	0.01%	148
2024 Q1	$232K	Hold	1,200	–	–	0.01%	142
2023 Q4	$313K	Buy	+1,200	New	+$257K	0.01%	132

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

Perfromance Wealth Partners's BA Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Boeing (BA) stake by 1.1% in Q1 2026, selling an estimated $8.88K and leaving 3,461 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #102.

Perfromance Wealth Partners first reported a position in BA in Q4 2023 and has held it in 10 quarters since. The position peaked at $760K in Q4 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Perfromance Wealth Partners held 3,461 shares of Boeing worth $689K as of Q1 2026.
Perfromance Wealth Partners sold 39 Boeing shares in Q1 2026, an estimated $8.88K.
Boeing made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #102 holding.
Perfromance Wealth Partners first reported a position in Boeing in Q4 2023 and has held it in 10 quarters since.
Perfromance Wealth Partners's Boeing position peaked at $760K in Q4 2025.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.