PCS
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Private Client Services’s Boeing BA Stock Holding History

Private Client Services’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 		– Sell
-935
Closed -$203K – 210
2025
Q4 		$203K Sell
935
-41
-4% -$8.43K 0.06% 191
2025
Q3 		$211K Sell
976
-223
-19% -$50.3K 0.07% 189
2025
Q2 		$251K Buy
+1,199
New +$226K 0.1% 172

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Private Client Services's BA Position: Q1 2026 in Review

Private Client Services sold out of Boeing (BA) in Q1 2026, closing a stake of 935 shares — an estimated $203K sold.

Private Client Services first reported a position in BA in Q2 2025 and held it in 3 quarters. The position peaked at $251K in Q2 2025. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Private Client Services reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Private Client Services sold 935 Boeing shares in Q1 2026, an estimated $203K.
  • Private Client Services first reported a position in Boeing in Q2 2025 and held it in 3 quarters.
  • Private Client Services's Boeing position peaked at $251K in Q2 2025.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Private Client Services's 13F filing for Q1 2026, filed 6 Apr 2026.