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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
Q3 		$219K Hold
1,177
– – 0.05% 110
2026
Q2 		$255K Buy
1,177
+422
+56% +$93.9K 0.06% 94
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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Private Wealth Management Group's BA Position: Q3 2026 in Review

Private Wealth Management Group held its Boeing (BA) position steady in Q3 2026 at 1,177 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #110.

Private Wealth Management Group first reported a position in BA in Q4 2023 and has held it in 12 quarters since. The position peaked at $255K in Q2 2026. 751 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Private Wealth Management Group held 1,177 shares of Boeing worth $219K as of Q3 2026.
  • Private Wealth Management Group left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.05% of Private Wealth Management Group's portfolio in Q3 2026, its #110 holding.
  • Private Wealth Management Group first reported a position in Boeing in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's Boeing position peaked at $255K in Q2 2026.
  • 751 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.