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Primoris Wealth Advisors’s Boeing BA Stock Holding History

Primoris 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
Q1 		$586K Sell
2,944
-187
-6% -$42.6K 0.41% 48
2025
Q4 		$680K Sell
3,131
-560
-15% -$115K 0.41% 55
2025
Q3 		$797K Sell
3,691
-1,242
-25% -$280K 0.51% 47
2025
Q2 		$1.03M Sell
4,933
-960
-16% -$181K 0.71% 39
2025
Q1 		$1.01M Sell
5,893
-550
-9% -$95.2K 0.78% 37
2024
Q4 		$1.14M Sell
6,443
-544
-8% -$85.4K 0.87% 32
2024
Q3 		$1.06M Sell
6,987
-6,878
-50% -$1.18M 0.77% 39
2024
Q2 		$2.52M Sell
13,865
-462
-3% -$82.3K 2.01% 16
2024
Q1 		$2.77M Sell
14,327
-591
-4% -$121K 2.21% 14
2023
Q4 		$3.89M Buy
14,918
+3,952
+36% +$845K 3.67% 5
2023
Q3 		$2.1M Sell
10,966
-216
-2% -$47.3K 2.54% 13
2023
Q2 		$2.36M Sell
11,182
-78
-0.7% -$16.2K 2.59% 13
2023
Q1 		$2.39M Buy
11,260
+4,990
+80% +$1.04M 2.94% 10
2022
Q4 		$1.19M Buy
6,270
+190
+3% +$31.1K 1.84% 18
2022
Q3 		$726K Sell
6,080
-25
-0.4% -$3.83K 1.29% 24
2022
Q2 		$832K Sell
6,105
-22,449
-79% -$3.31M 1.2% 27
2022
Q1 		$5.49M Buy
28,554
+6,613
+30% +$1.33M 5.12% 3
2021
Q4 		$4.92M Buy
+21,941
New +$4.64M 3.96% 4

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

Primoris Wealth Advisors's BA Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Boeing (BA) stake by 6% in Q1 2026, selling an estimated $42.6K and leaving 2,944 shares worth $586K. The position accounts for 0.41% of the portfolio, ranked #48.

Primoris Wealth Advisors first reported a position in BA in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.49M in Q1 2022. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Primoris Wealth Advisors held 2,944 shares of Boeing worth $586K as of Q1 2026.
  • Primoris Wealth Advisors sold 187 Boeing shares in Q1 2026, an estimated $42.6K.
  • Boeing made up 0.41% of Primoris Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Primoris Wealth Advisors first reported a position in Boeing in Q4 2021 and has held it in 18 quarters since.
  • Primoris Wealth Advisors's Boeing position peaked at $5.49M in Q1 2022.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.