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Sage Mountain Advisors’s Boeing BA Stock Holding History

Sage Mountain 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 		– Sell
-3,703
Closed -$804K – 315
2025
Q4 		$804K Sell
3,703
-1,507
-29% -$310K 0.04% 195
2025
Q3 		$1.12M Buy
5,210
+803
+18% +$181K 0.06% 151
2025
Q2 		$923K Buy
4,407
+1,322
+43% +$250K 0.06% 152
2025
Q1 		$526K Buy
3,085
+2
+0.1% +$346 0.04% 211
2024
Q4 		$546K Buy
3,083
+1,209
+65% +$190K 0.04% 196
2024
Q3 		$285K Sell
1,874
-112
-6% -$19.2K 0.02% 296
2024
Q2 		$362K Buy
1,986
+609
+44% +$109K 0.03% 222
2024
Q1 		$266K Buy
1,377
+44
+3% +$9.04K 0.03% 262
2023
Q4 		$347K Sell
1,333
-127
-9% -$27.2K 0.04% 181
2023
Q3 		$280K Buy
1,460
+15
+1% +$3.28K 0.04% 193
2023
Q2 		$305K Buy
1,445
+133
+10% +$27.6K 0.04% 177
2023
Q1 		$279K Buy
+1,312
New +$273K 0.05% 177

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

Sage Mountain Advisors's BA Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Boeing (BA) in Q1 2026, closing a stake of 3,703 shares — an estimated $804K sold.

Sage Mountain Advisors first reported a position in BA in Q1 2023 and held it in 12 quarters. The position peaked at $1.12M in Q3 2025. 2,508 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,703 Boeing shares in Q1 2026, an estimated $804K.
  • Sage Mountain Advisors first reported a position in Boeing in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Boeing position peaked at $1.12M in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.