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Schwarz Dygos Wheeler Investment Advisors’s Boeing BA Stock Holding History

Schwarz Dygos Wheeler 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 		$794K Hold
3,990
– – 0.16% 88
2025
Q4 		$866K Hold
3,990
– – 0.18% 84
2025
Q3 		$861K Sell
3,990
-76
-2% -$17.1K 0.18% 84
2025
Q2 		$852K Buy
4,066
+40
+1% +$7.55K 0.19% 82
2025
Q1 		$687K Buy
4,026
+492
+14% +$85.2K 0.16% 89
2024
Q4 		$626K Sell
3,534
-356
-9% -$55.9K 0.15% 94
2024
Q3 		$592K Sell
3,890
-84
-2% -$14.4K 0.15% 96
2024
Q2 		$723K Hold
3,974
– – 0.19% 83
2024
Q1 		$767K Sell
3,974
-10
-0.3% -$2.06K 0.21% 75
2023
Q4 		$1.04M Buy
3,984
+20
+0.5% +$4.28K 0.32% 57
2023
Q3 		$760K Buy
3,964
+35
+0.9% +$7.66K 0.26% 64
2023
Q2 		$830K Hold
3,929
– – 0.27% 64
2023
Q1 		$835K Buy
3,929
+9
+0.2% +$1.87K 0.3% 57
2022
Q4 		$747K Sell
3,920
-29
-0.7% -$4.74K 0.29% 59
2022
Q3 		$478K Buy
3,949
+12
+0.3% +$1.84K 0.21% 70
2022
Q2 		$538K Buy
3,937
+9
+0.2% +$1.33K 0.22% 70
2022
Q1 		$752K Sell
3,928
-275
-7% -$55.2K 0.25% 63
2021
Q4 		$846K Sell
4,203
-365
-8% -$77.1K 0.29% 59
2021
Q3 		$1M Sell
4,568
-88
-2% -$19.6K 0.37% 55
2021
Q2 		$1.12M Hold
4,656
– – 0.41% 54
2021
Q1 		$1.19M Buy
4,656
+25
+0.5% +$5.56K 0.49% 48
2020
Q4 		$991K Buy
4,631
+219
+5% +$42.1K 0.48% 42
2020
Q3 		$730K Buy
4,412
+403
+10% +$68.7K 0.41% 49
2020
Q2 		$705K Sell
4,009
-349
-8% -$53.6K 0.46% 43
2020
Q1 		$650K Buy
4,358
+48
+1% +$13.1K 0.55% 40
2019
Q4 		$1.4M Sell
4,310
-75
-2% -$26.6K 0.96% 28
2019
Q3 		$1.67M Buy
4,385
+47
+1% +$16.8K 1.32% 20
2019
Q2 		$1.58M Buy
4,338
+241
+6% +$87.9K 1.3% 21
2019
Q1 		$1.56M Sell
4,097
-399
-9% -$154K 1.34% 22
2018
Q4 		$1.45M Buy
+4,496
New +$1.55M 1.56% 17

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

Schwarz Dygos Wheeler Investment Advisors's BA Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Boeing (BA) position steady in Q1 2026 at 3,990 shares worth $794K. The position accounts for 0.16% of the portfolio, ranked #88.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.67M in Q3 2019. 2,511 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 3,990 shares of Boeing worth $794K as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Boeing share count unchanged in Q1 2026.
  • Boeing made up 0.16% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #88 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Boeing in Q4 2018 and has held it in 30 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Boeing position peaked at $1.67M in Q3 2019.
  • 2,511 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.