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Rollins Financial Advisors’s Boeing BA Stock Holding History

Rollins Financial 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 		$231K Sell
1,161
-340
-23% -$77.4K 0.04% 151
2025
Q4 		$326K Buy
1,501
+41
+3% +$8.43K 0.05% 119
2025
Q3 		$315K Buy
+1,460
New +$329K 0.05% 117

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

Rollins Financial Advisors's BA Position: Q1 2026 in Review

Rollins Financial Advisors reduced its Boeing (BA) stake by 23% in Q1 2026, selling an estimated $77.4K and leaving 1,161 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #151.

Rollins Financial Advisors first reported a position in BA in Q3 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Rollins Financial Advisors held 1,161 shares of Boeing worth $231K as of Q1 2026.
  • Rollins Financial Advisors sold 340 Boeing shares in Q1 2026, an estimated $77.4K.
  • Boeing made up 0.04% of Rollins Financial Advisors's portfolio in Q1 2026, its #151 holding.
  • Rollins Financial Advisors first reported a position in Boeing in Q3 2025 and has held it in 3 quarters since.
  • Rollins Financial Advisors's Boeing position peaked at $326K in Q4 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.