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Semus Wealth Partners’s Boeing BA Stock Holding History

Semus Wealth Partners’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
-1,011
Closed -$220K – 112
2025
Q4 		$220K Buy
+1,011
New +$208K 0.12% 100
2024
Q4 		– Sell
-1,801
Closed -$274K – 115
2024
Q3 		$274K Buy
1,801
+400
+29% +$68.6K 0.19% 97
2024
Q2 		$255K Sell
1,401
-72
-5% -$12.8K 0.2% 90
2024
Q1 		$284K Buy
1,473
+165
+13% +$33.9K 0.24% 92
2023
Q4 		$341K Buy
1,308
+22
+2% +$4.71K 0.28% 77
2023
Q3 		$247K Sell
1,286
-13
-1% -$2.84K 0.23% 95
2023
Q2 		$274K Sell
1,299
-2
-0.2% -$415 0.25% 89
2023
Q1 		$276K Sell
1,301
-157
-11% -$32.6K 0.3% 83
2022
Q4 		$278K Buy
+1,458
New +$238K 0.34% 75

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Semus Wealth Partners's BA Position: Q1 2026 in Review

Semus Wealth Partners sold out of Boeing (BA) in Q1 2026, closing a stake of 1,011 shares — an estimated $220K sold.

Semus Wealth Partners first reported a position in BA in Q4 2022 and held it in 9 quarters. The position peaked at $341K in Q4 2023. 2,530 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Semus Wealth Partners reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Semus Wealth Partners sold 1,011 Boeing shares in Q1 2026, an estimated $220K.
  • Semus Wealth Partners first reported a position in Boeing in Q4 2022 and held it in 9 quarters.
  • Semus Wealth Partners's Boeing position peaked at $341K in Q4 2023.
  • 2,530 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.