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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
2021
Q1 		– Sell
-500
Closed -$27K – 530
2020
Q4 		$27K Buy
+500
New +$96.1K ﹤0.01% 932

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.