Pines Wealth Management
BA icon

Pines Wealth Management’s Boeing BA Stock Holding History

Pines 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
Q3 		$231K Sell
1,239
-69
-5% -$14.8K 0.07% 209
2026
Q2 		$283K Buy
1,308
+219
+20% +$48.7K 0.08% 188
2026
Q1 		$217K Sell
1,089
-117
-10% -$26.6K 0.07% 205
2025
Q4 		$262K Sell
1,206
-192
-14% -$39.5K 0.08% 193
2025
Q3 		$302K Sell
1,398
-122
-8% -$27.5K 0.1% 177
2025
Q2 		$328K Buy
1,520
+63
+4% +$11.9K 0.12% 167
2025
Q1 		$203K Buy
+1,457
New +$252K 0.09% 195

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Pines Wealth Management's BA Position: Q3 2026 in Review

Pines Wealth Management reduced its Boeing (BA) stake by 5.3% in Q3 2026, selling an estimated $14.8K and leaving 1,239 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #209.

Pines Wealth Management first reported a position in BA in Q1 2025 and has held it in 7 quarters since. The position peaked at $328K in Q2 2025. 615 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Pines Wealth Management held 1,239 shares of Boeing worth $231K as of Q3 2026.
  • Pines Wealth Management sold 69 Boeing shares in Q3 2026, an estimated $14.8K.
  • Boeing made up 0.07% of Pines Wealth Management's portfolio in Q3 2026, its #209 holding.
  • Pines Wealth Management first reported a position in Boeing in Q1 2025 and has held it in 7 quarters since.
  • Pines Wealth Management's Boeing position peaked at $328K in Q2 2025.
  • 615 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.