SIAG
BA icon

Safeguard Investment Advisory Group’s Boeing BA Stock Holding History

Safeguard Investment Advisory 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 		$866K Buy
4,348
+67
+2% +$15.3K 0.24% 47
2025
Q4 		$930K Buy
4,281
+73
+2% +$15K 0.24% 43
2025
Q3 		$908K Sell
4,208
-102
-2% -$23K 0.23% 49
2025
Q2 		$903K Buy
4,310
+236
+6% +$44.6K 0.23% 51
2025
Q1 		$695K Buy
4,074
+5
+0.1% +$865 0.19% 54
2024
Q4 		$720K Buy
4,069
+167
+4% +$26.2K 0.2% 49
2024
Q3 		$593K Sell
3,902
-27
-0.7% -$4.63K 0.17% 54
2024
Q2 		$715K Sell
3,929
-286
-7% -$51K 0.22% 44
2024
Q1 		$813K Sell
4,215
-18
-0.4% -$3.7K 0.28% 41
2023
Q4 		$1.1M Buy
4,233
+86
+2% +$18.4K 0.42% 30
2023
Q3 		$795K Sell
4,147
-167
-4% -$36.5K 0.35% 36
2023
Q2 		$911K Sell
4,314
-628
-13% -$130K 0.39% 37
2023
Q1 		$1.05M Sell
4,942
-82
-2% -$17K 0.5% 32
2022
Q4 		$957K Buy
5,024
+1
+0% +$164 0.59% 36
2022
Q3 		$608K Buy
5,023
+109
+2% +$16.7K 0.42% 41
2022
Q2 		$941K Hold
4,914
– – 0.58% 35
2022
Q1 		$941K Buy
4,914
+114
+2% +$22.9K 0.64% 30
2021
Q4 		$966K Sell
4,800
-116
-2% -$24.5K 0.56% 33
2021
Q3 		$1.08M Buy
4,916
+575
+13% +$128K 0.7% 30
2021
Q2 		$1.04M Sell
4,341
-20
-0.5% -$4.83K 0.74% 27
2021
Q1 		$1.11M Sell
4,361
-30
-0.7% -$6.67K 0.99% 23
2020
Q4 		$940K Buy
+4,391
New +$844K 0.83% 22

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

Safeguard Investment Advisory Group's BA Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its Boeing (BA) stake by 1.6% in Q1 2026, buying an estimated $15.3K and bringing the position to 4,348 shares worth $866K. The position accounts for 0.24% of the portfolio, ranked #47.

Safeguard Investment Advisory Group first reported a position in BA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q1 2021. 2,504 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Safeguard Investment Advisory Group held 4,348 shares of Boeing worth $866K as of Q1 2026.
  • Safeguard Investment Advisory Group bought 67 Boeing shares in Q1 2026, an estimated $15.3K.
  • Boeing made up 0.24% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #47 holding.
  • Safeguard Investment Advisory Group first reported a position in Boeing in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Boeing position peaked at $1.11M in Q1 2021.
  • 2,504 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.