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Regal Investment Advisors’s Boeing BA Stock Holding History

Regal Investment 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 		$757K Sell
3,803
-160
-4% -$36.4K 0.04% 352
2025
Q4 		$861K Sell
3,963
-326
-8% -$67K 0.05% 313
2025
Q3 		$926K Buy
4,289
+452
+12% +$102K 0.06% 274
2025
Q2 		$804K Buy
3,837
+157
+4% +$29.7K 0.06% 270
2025
Q1 		$628K Sell
3,680
-409
-10% -$70.8K 0.05% 283
2024
Q4 		$724K Buy
4,089
+692
+20% +$109K 0.05% 272
2024
Q3 		$516K Sell
3,397
-43
-1% -$7.37K 0.04% 351
2024
Q2 		$626K Buy
3,440
+317
+10% +$56.5K 0.04% 315
2024
Q1 		$603K Sell
3,123
-686
-18% -$141K 0.04% 324
2023
Q4 		$993K Buy
3,809
+39
+1% +$8.34K 0.08% 228
2023
Q3 		$723K Sell
3,770
-256
-6% -$56K 0.06% 239
2023
Q2 		$850K Buy
4,026
+540
+15% +$112K 0.07% 217
2023
Q1 		$741K Sell
3,486
-557
-14% -$116K 0.07% 230
2022
Q4 		$770K Sell
4,043
-1,995
-33% -$326K 0.07% 214
2022
Q3 		$731K Buy
6,038
+2,561
+74% +$393K 0.08% 215
2022
Q2 		$475K Buy
3,477
+713
+26% +$105K 0.05% 284
2022
Q1 		$529K Sell
2,764
-60
-2% -$12K 0.05% 301
2021
Q4 		$569K Buy
2,824
+7
+0.2% +$1.48K 0.05% 315
2021
Q3 		$620K Sell
2,817
-149
-5% -$33.2K 0.06% 304
2021
Q2 		$711K Buy
+2,966
New +$717K 0.07% 278
2021
Q1 		– Sell
-2,826
Closed -$605K – 52
2020
Q4 		$605K Buy
+2,826
New +$543K 0.07% 254
2020
Q1 		– Sell
-2,788
Closed -$908K – 47
2019
Q4 		$908K Buy
2,788
+34
+1% +$12K 0.16% 138
2019
Q3 		$1.05M Buy
2,754
+51
+2% +$18.2K 0.2% 129
2019
Q2 		$984K Buy
2,703
+320
+13% +$117K 0.19% 134
2019
Q1 		$909K Buy
2,383
+210
+10% +$80.8K 0.18% 133
2018
Q4 		$701K Sell
2,173
-507
-19% -$175K 0.15% 155
2018
Q3 		$997K Buy
2,680
+1,034
+63% +$363K 0.21% 130
2018
Q2 		$552K Sell
1,646
-1,311
-44% -$451K 0.17% 153
2018
Q1 		$969K Buy
2,957
+506
+21% +$171K 0.21% 126
2017
Q4 		$723K Buy
2,451
+191
+8% +$51.7K 0.16% 145
2017
Q3 		$575K Buy
2,260
+811
+56% +$189K 0.13% 164
2017
Q2 		$286K Buy
1,449
+111
+8% +$20.7K 0.07% 213
2017
Q1 		$237K Buy
+1,338
New +$228K 0.06% 229
2016
Q4 		– Sell
-2,342
Closed -$309K – 246
2016
Q3 		$309K Buy
+2,342
New +$309K 0.09% 203
2015
Q4 		– Sell
-808
Closed -$105K – 313
2015
Q3 		$105K Hold
808
– – 0.03% 335
2015
Q2 		$112K Buy
808
+25
+3% +$3.65K 0.03% 323
2015
Q1 		$118K Buy
783
+293
+60% +$42.7K 0.03% 315
2014
Q4 		$64K Sell
490
-115
-19% -$14.6K 0.02% 368
2014
Q3 		$77K Buy
605
+103
+21% +$13K 0.02% 347
2014
Q2 		$64K Buy
502
+227
+83% +$29.6K 0.02% 344
2014
Q1 		$35K Buy
275
+75
+38% +$9.77K 0.01% 410
2013
Q4 		$27K Buy
+200
New +$26K 0.02% 392
2013
Q3 		– Sell
-100
Closed -$10K – 874
2013
Q2 		$10K Buy
+100
New +$9.5K 0.01% 579

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

Regal Investment Advisors's BA Position: Q1 2026 in Review

Regal Investment Advisors reduced its Boeing (BA) stake by 4% in Q1 2026, selling an estimated $36.4K and leaving 3,803 shares worth $757K. The position accounts for 0.04% of the portfolio, ranked #352.

Regal Investment Advisors first reported a position in BA in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.05M in Q3 2019. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Regal Investment Advisors held 3,803 shares of Boeing worth $757K as of Q1 2026.
  • Regal Investment Advisors sold 160 Boeing shares in Q1 2026, an estimated $36.4K.
  • Boeing made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #352 holding.
  • Regal Investment Advisors first reported a position in Boeing in Q2 2013 and has held it in 43 quarters since.
  • Regal Investment Advisors's Boeing position peaked at $1.05M in Q3 2019.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.