Physician Wealth Advisors’s Boeing BA Stock Holding History

Physician Wealth Advisors’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 Q3	$252K	Buy	1,353 +60	+5%	+$12.9K	0.03%	189
2026 Q2	$280K	Buy	1,293 +21	+2%	+$4.67K	0.03%	169
2026 Q1	$253K	Buy	1,272 +154	+14%	+$35.1K	0.04%	168
2025 Q4	$243K	Sell	1,118 -229	-17%	-$47.1K	0.03%	171
2025 Q3	$291K	Buy	1,347 +132	+11%	+$29.8K	0.04%	142
2025 Q2	$255K	Buy	1,215 +59	+5%	+$11.1K	0.04%	151
2025 Q1	$197K	Hold	1,156	–	–	0.03%	181
2024 Q4	$205K	Buy	+1,156	New	+$181K	0.03%	178
2024 Q3	–	Sell	-1,159	Closed	-$216K	–	184
2024 Q2	$216K	Buy	+1,159	New	+$207K	0.04%	170
2024 Q1	–	Sell	-1,266	Closed	-$272K	–	178
2023 Q4	$272K	Hold	1,266	–	–	0.06%	126
2023 Q3	$239K	Sell	1,266 -3	-0.2%	-$656	0.06%	131
2023 Q2	$268K	Buy	1,269 +35	+3%	+$7.27K	0.07%	126
2023 Q1	$258K	Hold	1,234	–	–	0.07%	127
2022 Q4	$262K	Buy	+1,234	New	+$202K	0.07%	127
2022 Q3	–	Sell	-1,234	Closed	-$209K	–	148
2022 Q2	$209K	Buy	+1,234	New	+$182K	0.06%	144
2022 Q1	–	Sell	-1,278	Closed	-$275K	–	158
2021 Q4	$275K	Hold	1,278	–	–	0.07%	135
2021 Q3	$277K	Hold	1,278	–	–	0.08%	127
2021 Q2	$282K	Sell	1,278 -5	-0.4%	-$1.21K	0.08%	120
2021 Q1	$333K	Hold	1,283	–	–	0.11%	101
2020 Q4	$268K	Buy	+1,283	New	+$247K	0.09%	113
2020 Q3	–	Sell	-1,283	Closed	-$230K	–	128
2020 Q2	$230K	Buy	+1,283	New	+$197K	0.09%	119

Other funds holding BA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Physician Wealth Advisors's BA Position: Q3 2026 in Review

Physician Wealth Advisors increased its Boeing (BA) stake by 4.6% in Q3 2026, buying an estimated $12.9K and bringing the position to 1,353 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #189.

Physician Wealth Advisors first reported a position in BA in Q2 2020 and has held it in 21 quarters since. The position peaked at $333K in Q1 2021. 1,466 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Physician Wealth Advisors held 1,353 shares of Boeing worth $252K as of Q3 2026.
Physician Wealth Advisors bought 60 Boeing shares in Q3 2026, an estimated $12.9K.
Boeing made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #189 holding.
Physician Wealth Advisors first reported a position in Boeing in Q2 2020 and has held it in 21 quarters since.
Physician Wealth Advisors's Boeing position peaked at $333K in Q1 2021.
1,466 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.