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Personal CFO Solutions’s Boeing BA Stock Holding History

Personal CFO Solutions’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 		$3.62M Sell
18,209
-515
-3% -$117K 0.51% 33
2025
Q4 		$4.07M Sell
18,724
-180
-1% -$37K 0.65% 25
2025
Q3 		$4.08M Buy
18,904
+111
+0.6% +$25K 0.72% 23
2025
Q2 		$3.94M Buy
18,793
+2,635
+16% +$498K 0.73% 21
2025
Q1 		$2.76M Buy
16,158
+1,846
+13% +$320K 0.56% 30
2024
Q4 		$2.53M Buy
14,312
+6,698
+88% +$1.05M 0.5% 35
2024
Q3 		$1.16M Buy
7,614
+3,851
+102% +$660K 0.16% 121
2024
Q2 		$685K Buy
3,763
+96
+3% +$17.1K 0.11% 188
2024
Q1 		$708K Buy
3,667
+105
+3% +$21.6K 0.11% 193
2023
Q4 		$929K Buy
3,562
+326
+10% +$69.7K 0.16% 130
2023
Q3 		$620K Buy
3,236
+303
+10% +$66.3K 0.12% 158
2023
Q2 		$619K Buy
2,933
+145
+5% +$30.1K 0.13% 161
2023
Q1 		$592K Buy
2,788
+81
+3% +$16.8K 0.12% 160
2022
Q4 		$516K Sell
2,707
-71,378
-96% -$11.7M 0.11% 188
2022
Q3 		$8.97M Buy
74,085
+105
+0.1% +$16.1K 2.25% 6
2022
Q2 		$10.1M Buy
73,980
+154
+0.2% +$22.7K 2.37% 5
2022
Q1 		$14.1M Buy
73,826
+261
+0.4% +$52.4K 2.79% 5
2021
Q4 		$14.8M Buy
73,565
+179
+0.2% +$37.8K 2.77% 5
2021
Q3 		$16.1M Buy
73,386
+10,501
+17% +$2.34M 3.31% 3
2021
Q2 		$15.1M Sell
62,885
-111
-0.2% -$26.8K 3.09% 3
2021
Q1 		$16M Buy
62,996
+440
+0.7% +$97.8K 3.47% 3
2020
Q4 		$13.4M Buy
62,556
+126
+0.2% +$24.2K 3.31% 5
2020
Q3 		$10K Buy
62,430
+422
+0.7% +$71.9K 3.33% 4
2020
Q2 		$11.4M Buy
62,008
+110
+0.2% +$16.9K 3.36% 5
2020
Q1 		$9.23M Buy
61,898
+83
+0.1% +$22.7K 3.32% 5
2019
Q4 		$20.1M Buy
+61,815
New +$21.9M 5.77% 3

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

Personal CFO Solutions's BA Position: Q1 2026 in Review

Personal CFO Solutions reduced its Boeing (BA) stake by 2.8% in Q1 2026, selling an estimated $117K and leaving 18,209 shares worth $3.62M. The position accounts for 0.51% of the portfolio, ranked #33.

Personal CFO Solutions first reported a position in BA in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.1M in Q4 2019. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Personal CFO Solutions held 18,209 shares of Boeing worth $3.62M as of Q1 2026.
  • Personal CFO Solutions sold 515 Boeing shares in Q1 2026, an estimated $117K.
  • Boeing made up 0.51% of Personal CFO Solutions's portfolio in Q1 2026, its #33 holding.
  • Personal CFO Solutions first reported a position in Boeing in Q4 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Boeing position peaked at $20.1M in Q4 2019.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.