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Perigon Wealth Management’s Boeing BA Stock Holding History

Perigon Wealth Management’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 		$1.98M Buy
9,926
+416
+4% +$94.7K 0.04% 379
2025
Q4 		$2.06M Buy
9,510
+1,000
+12% +$206K 0.04% 365
2025
Q3 		$1.84M Buy
8,510
+1,260
+17% +$284K 0.04% 375
2025
Q2 		$1.52M Sell
7,250
-441
-6% -$83.3K 0.04% 388
2025
Q1 		$1.31M Sell
7,691
-1
-0% -$173 0.03% 390
2024
Q4 		$1.3M Buy
7,692
+432
+6% +$67.8K 0.03% 382
2024
Q3 		$1.1M Sell
7,260
-179
-2% -$30.7K 0.03% 407
2024
Q2 		$1.35M Sell
7,439
-54
-0.7% -$9.63K 0.04% 308
2024
Q1 		$1.45M Buy
7,493
+487
+7% +$100K 0.04% 295
2023
Q4 		$1.83M Buy
7,006
+855
+14% +$183K 0.06% 235
2023
Q3 		$1.18M Buy
6,151
+225
+4% +$49.2K 0.05% 282
2023
Q2 		$1.25M Buy
5,926
+439
+8% +$91.2K 0.05% 273
2023
Q1 		$1.17M Buy
5,487
+294
+6% +$61.1K 0.07% 245
2022
Q4 		$989K Buy
5,193
+570
+12% +$93.2K 0.06% 267
2022
Q3 		$560K Buy
4,623
+838
+22% +$129K 0.05% 304
2022
Q2 		$517K Buy
3,785
+210
+6% +$31K 0.04% 323
2022
Q1 		$685K Sell
3,575
-742
-17% -$149K 0.05% 293
2021
Q4 		$869K Buy
4,317
+1,538
+55% +$325K 0.06% 238
2021
Q3 		$611K Sell
2,779
-1,151
-29% -$257K 0.05% 271
2021
Q2 		$941K Buy
3,930
+664
+20% +$161K 0.08% 208
2021
Q1 		$832K Sell
3,266
-653
-17% -$145K 0.08% 202
2020
Q4 		$839K Sell
3,919
-1,396
-26% -$268K 0.1% 168
2020
Q3 		$878K Buy
5,315
+1,149
+28% +$196K 0.12% 137
2020
Q2 		$764K Buy
4,166
+686
+20% +$105K 0.12% 135
2020
Q1 		$528K Buy
3,480
+1,659
+91% +$454K 0.1% 161
2019
Q4 		$608K Sell
1,821
-54
-3% -$19.1K 0.12% 123
2019
Q3 		$696K Sell
1,875
-1,941
-51% -$694K 0.16% 98
2019
Q2 		$1.39M Sell
3,816
-465
-11% -$170K 0.33% 60
2019
Q1 		$1.64M Buy
4,281
+915
+27% +$352K 0.38% 50
2018
Q4 		$1.23M Buy
3,366
+1,342
+66% +$464K 0.31% 61
2018
Q3 		$753K Buy
2,024
+1,142
+129% +$401K 0.19% 93
2018
Q2 		$296K Buy
882
+177
+25% +$60.9K 0.09% 184
2018
Q1 		$231K Sell
705
-46
-6% -$15.5K 0.09% 154
2017
Q4 		$221K Buy
751
+116
+18% +$31.4K 0.08% 139
2017
Q3 		$161K Buy
635
+164
+35% +$38.2K 0.05% 213
2017
Q2 		$93K Buy
471
+221
+88% +$41.1K 0.02% 313
2017
Q1 		$44K Sell
250
-200
-44% -$34.1K 0.01% 403
2016
Q4 		$82K Hold
450
– – 0.02% 303
2016
Q3 		$59K Sell
450
-100
-18% -$13.2K 0.02% 288
2016
Q2 		$71K Buy
550
+250
+83% +$32.6K 0.02% 253
2016
Q1 		$38K Buy
+300
New +$37.2K 0.01% 206

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

Perigon Wealth Management's BA Position: Q1 2026 in Review

Perigon Wealth Management increased its Boeing (BA) stake by 4.4% in Q1 2026, buying an estimated $94.7K and bringing the position to 9,926 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #379.

Perigon Wealth Management first reported a position in BA in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.06M in Q4 2025. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Perigon Wealth Management held 9,926 shares of Boeing worth $1.98M as of Q1 2026.
  • Perigon Wealth Management bought 416 Boeing shares in Q1 2026, an estimated $94.7K.
  • Boeing made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #379 holding.
  • Perigon Wealth Management first reported a position in Boeing in Q1 2016 and has held it in 41 quarters since.
  • Perigon Wealth Management's Boeing position peaked at $2.06M in Q4 2025.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

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