Secured Retirement Advisors’s Boeing BA Stock Holding History

Secured Retirement 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 Q3	$1.27M	Sell	6,851 -43	-0.6%	-$9.22K	0.64%	55
2026 Q2	$1.49M	Buy	6,894 +64	+0.9%	+$14.2K	0.77%	51
2026 Q1	$1.36M	Sell	6,830 -71	-1%	-$16.2K	0.77%	37
2025 Q4	$1.5M	Buy	6,901 +1,139	+20%	+$234K	0.84%	40
2025 Q3	$1.24M	Sell	5,762 -145	-2%	-$32.7K	0.69%	56
2025 Q2	$1.24M	Buy	5,907 +2,084	+55%	+$394K	0.74%	54
2025 Q1	$652K	Sell	3,823 -107	-3%	-$18.5K	0.42%	96
2024 Q4	$696K	Buy	+3,930	New	+$617K	0.4%	95

Other funds holding BA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Secured Retirement Advisors's BA Position: Q3 2026 in Review

Secured Retirement Advisors reduced its Boeing (BA) stake by 0.62% in Q3 2026, selling an estimated $9.22K and leaving 6,851 shares worth $1.27M. The position accounts for 0.64% of the portfolio, ranked #55.

Secured Retirement Advisors first reported a position in BA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2025. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Secured Retirement Advisors held 6,851 shares of Boeing worth $1.27M as of Q3 2026.
Secured Retirement Advisors sold 43 Boeing shares in Q3 2026, an estimated $9.22K.
Boeing made up 0.64% of Secured Retirement Advisors's portfolio in Q3 2026, its #55 holding.
Secured Retirement Advisors first reported a position in Boeing in Q4 2024 and has held it in 8 quarters since.
Secured Retirement Advisors's Boeing position peaked at $1.5M in Q4 2025.
1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Secured Retirement Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.