Private Wealth Management Group’s Boeing BA Stock Holding History

Private Wealth Management 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	$150K	Buy	755 +100	+15%	+$22.8K	0.04%	103
2025 Q4	$142K	Sell	655 -19	-3%	-$3.91K	0.04%	103
2025 Q3	$145K	Hold	674	–	–	0.04%	104
2025 Q2	$141K	Sell	674 -155	-19%	-$29.3K	0.05%	101
2025 Q1	$141K	Buy	829 +40	+5%	+$6.92K	0.05%	94
2024 Q4	$140K	Buy	789 +205	+35%	+$32.2K	0.05%	94
2024 Q3	$88.8K	Hold	584	–	–	0.04%	116
2024 Q2	$106K	Sell	584 -59	-9%	-$10.5K	0.05%	102
2024 Q1	$124K	Sell	643 -51	-7%	-$10.5K	0.06%	86
2023 Q4	$181K	Buy	+694	New	+$148K	0.09%	71

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 Wealth Management Group's BA Position: Q1 2026 in Review

Private Wealth Management Group increased its Boeing (BA) stake by 15% in Q1 2026, buying an estimated $22.8K and bringing the position to 755 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #103.

Private Wealth Management Group first reported a position in BA in Q4 2023 and has held it in 10 quarters since. The position peaked at $181K in Q4 2023. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Private Wealth Management Group held 755 shares of Boeing worth $150K as of Q1 2026.
Private Wealth Management Group bought 100 Boeing shares in Q1 2026, an estimated $22.8K.
Boeing made up 0.04% of Private Wealth Management Group's portfolio in Q1 2026, its #103 holding.
Private Wealth Management Group first reported a position in Boeing in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Boeing position peaked at $181K in Q4 2023.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.