Private Advisory Group’s Boeing BA Stock Holding History

Private Advisory Group’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	$8.89M	Buy	44,687 +3,040	+7%	+$692K	0.58%	57
2025 Q4	$9.04M	Buy	41,647 +1,527	+4%	+$314K	0.71%	52
2025 Q3	$8.66M	Buy	40,120 +162	+0.4%	+$36.5K	0.71%	50
2025 Q2	$8.37M	Buy	39,958 +16,067	+67%	+$3.03M	0.76%	46
2025 Q1	$4.07M	Buy	+23,891	New	+$4.14M	0.46%	59
2020 Q3	–	Sell	-22,171	Closed	-$4.06M	–	103
2020 Q2	$4.06M	Sell	22,171 -10,045	-31%	-$1.54M	1.66%	21
2020 Q1	$4.8M	Buy	32,216 +17,841	+124%	+$4.88M	2.45%	10
2019 Q4	$4.68M	Buy	14,375 +883	+7%	+$313K	1.87%	16
2019 Q3	$5.13M	Sell	13,492 -853	-6%	-$305K	2.25%	11
2019 Q2	$5.22M	Buy	+14,345	New	+$5.23M	2.4%	8
2018 Q4	–	Sell	-2,448	Closed	-$895K	–	127
2018 Q3	$895K	Buy	2,448 +93	+4%	+$32.7K	0.46%	68
2018 Q2	$790K	Buy	+2,355	New	+$810K	0.4%	80
2018 Q1	–	Sell	-1,360	Closed	-$401K	–	104
2017 Q4	$401K	Buy	1,360 +284	+26%	+$76.9K	0.22%	94
2017 Q3	$273K	Buy	1,076 +54	+5%	+$12.6K	0.16%	110
2017 Q2	$202K	Buy	+1,022	New	+$190K	0.12%	124

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Private Advisory Group's BA Position: Q1 2026 in Review

Private Advisory Group increased its Boeing (BA) stake by 7.3% in Q1 2026, buying an estimated $692K and bringing the position to 44,687 shares worth $8.89M. The position accounts for 0.58% of the portfolio, ranked #57.

Private Advisory Group first reported a position in BA in Q2 2017 and has held it in 15 quarters since. The position peaked at $9.04M in Q4 2025. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Private Advisory Group held 44,687 shares of Boeing worth $8.89M as of Q1 2026.
Private Advisory Group bought 3,040 Boeing shares in Q1 2026, an estimated $692K.
Boeing made up 0.58% of Private Advisory Group's portfolio in Q1 2026, its #57 holding.
Private Advisory Group first reported a position in Boeing in Q2 2017 and has held it in 15 quarters since.
Private Advisory Group's Boeing position peaked at $9.04M in Q4 2025.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.