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Phoenix Financial’s Boeing BA Stock Holding History

Phoenix Financial’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 		$4.89M Sell
24,581
-536
-2% -$122K 0.05% 120
2025
Q4 		$5.45M Sell
25,117
-5,651
-18% -$1.16M 0.06% 127
2025
Q3 		$6.64M Sell
30,768
-11,666
-27% -$2.63M 0.08% 107
2025
Q2 		$8.89M Sell
42,434
-107,895
-72% -$20.4M 0.12% 97
2025
Q1 		$25.6M Buy
150,329
+122,015
+431% +$21.1M 0.39% 49
2024
Q4 		$5.01M Buy
+28,314
New +$4.44M 0.07% 131
2024
Q3 		– Sell
-27,576
Closed -$5.02M – 371
2024
Q2 		$5.02M Sell
27,576
-12,342
-31% -$2.2M 0.08% 136
2024
Q1 		$7.7M Buy
39,918
+19,584
+96% +$4.02M 0.11% 93
2023
Q4 		$5.3M Sell
20,334
-4,935
-20% -$1.06M 0.09% 112
2023
Q3 		$4.84M Buy
+25,269
New +$5.53M 0.09% 103
2023
Q2 		– Sell
-13,634
Closed -$2.88M – 327
2023
Q1 		$2.88M Buy
13,634
+869
+7% +$181K 0.06% 128
2022
Q4 		$2.43M Buy
12,765
+105
+0.8% +$17.2K 0.05% 124
2022
Q3 		$1.55M Buy
12,660
+1,299
+11% +$199K 0.03% 168
2022
Q2 		$1.55M Buy
11,361
+1,813
+19% +$267K 0.03% 191
2022
Q1 		$1.84M Buy
9,548
+6,998
+274% +$1.4M 0.03% 203
2021
Q4 		$519K Buy
+2,550
New +$539K 0.01% 285
2020
Q3 		– Sell
-15,105
Closed -$2.73M – 333
2020
Q2 		$2.73M Sell
15,105
-38,262
-72% -$5.88M 0.12% 131
2020
Q1 		$7.77M Buy
+53,367
New +$14.6M 0.39% 78

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's BA Position: Q1 2026 in Review

Phoenix Financial reduced its Boeing (BA) stake by 2.1% in Q1 2026, selling an estimated $122K and leaving 24,581 shares worth $4.89M. The position accounts for 0.05% of the portfolio, ranked #120.

Phoenix Financial first reported a position in BA in Q1 2020 and has held it in 18 quarters since. The position peaked at $25.6M in Q1 2025. 2,515 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Phoenix Financial held 24,581 shares of Boeing worth $4.89M as of Q1 2026.
  • Phoenix Financial sold 536 Boeing shares in Q1 2026, an estimated $122K.
  • Boeing made up 0.05% of Phoenix Financial's portfolio in Q1 2026, its #120 holding.
  • Phoenix Financial first reported a position in Boeing in Q1 2020 and has held it in 18 quarters since.
  • Phoenix Financial's Boeing position peaked at $25.6M in Q1 2025.
  • 2,515 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.