SFMG Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $837K | Buy |
4,206
+493
| +13% | +$112K | 0.06% | 128 |
|
|
2025
Q4 | $806K | Buy |
3,713
+221
| +6% | +$45.5K | 0.05% | 128 |
|
|
2025
Q3 | $754K | Buy |
3,492
+137
| +4% | +$30.9K | 0.05% | 126 |
|
|
2025
Q2 | $703K | Buy |
3,355
+396
| +13% | +$74.8K | 0.05% | 123 |
|
|
2025
Q1 | $505K | Buy |
2,959
+123
| +4% | +$21.3K | 0.04% | 147 |
|
|
2024
Q4 | $502K | Sell |
2,836
-46
| -2% | -$7.22K | 0.04% | 151 |
|
|
2024
Q3 | $438K | Sell |
2,882
-5
| -0.2% | -$857 | 0.04% | 156 |
|
|
2024
Q2 | $525K | Sell |
2,887
-43
| -1% | -$7.66K | 0.05% | 133 |
|
|
2024
Q1 | $565K | Sell |
2,930
-22
| -0.7% | -$4.52K | 0.05% | 130 |
|
|
2023
Q4 | $770K | Buy |
2,952
+64
| +2% | +$13.7K | 0.07% | 104 |
|
|
2023
Q3 | $554K | Sell |
2,888
-243
| -8% | -$53.2K | 0.06% | 115 |
|
|
2023
Q2 | $661K | Sell |
3,131
-281
| -8% | -$58.4K | 0.07% | 107 |
|
|
2023
Q1 | $725K | Buy |
3,412
+522
| +18% | +$108K | 0.08% | 101 |
|
|
2022
Q4 | $551K | Sell |
2,890
-268
| -8% | -$43.8K | 0.06% | 128 |
|
|
2022
Q3 | $412K | Hold |
3,158
| – | – | 0.05% | 138 |
|
|
2022
Q2 | $432K | Buy |
3,158
+122
| +4% | +$18K | 0.05% | 139 |
|
|
2022
Q1 | $581K | Sell |
3,036
-1,602
| -35% | -$322K | 0.06% | 128 |
|
|
2021
Q4 | $934K | Buy |
4,638
+167
| +4% | +$35.3K | 0.09% | 102 |
|
|
2021
Q3 | $983K | Sell |
4,471
-424
| -9% | -$94.6K | 0.11% | 91 |
|
|
2021
Q2 | $1.17M | Buy |
4,895
+301
| +7% | +$72.8K | 0.13% | 83 |
|
|
2021
Q1 | $1.17M | Buy |
4,594
+795
| +21% | +$177K | 0.14% | 77 |
|
|
2020
Q4 | $813K | Buy |
3,799
+425
| +13% | +$81.7K | 0.1% | 96 |
|
|
2020
Q3 | $558K | Sell |
3,374
-154
| -4% | -$26.2K | 0.08% | 97 |
|
|
2020
Q2 | $647K | Sell |
3,528
-291
| -8% | -$44.7K | 0.09% | 78 |
|
|
2020
Q1 | $570K | Sell |
3,819
-855
| -18% | -$234K | 0.09% | 69 |
|
|
2019
Q4 | $1.52M | Buy |
4,674
+894
| +24% | +$316K | 0.19% | 47 |
|
|
2019
Q3 | $1.44M | Sell |
3,780
-97
| -3% | -$34.7K | 0.19% | 40 |
|
|
2019
Q2 | $1.34M | Buy |
3,877
+55
| +1% | +$20.1K | 0.18% | 34 |
|
|
2019
Q1 | $1.46M | Buy |
3,822
+248
| +7% | +$95.5K | 0.21% | 33 |
|
|
2018
Q4 | $1.15M | Buy |
3,574
+1,003
| +39% | +$347K | 0.19% | 38 |
|
|
2018
Q3 | $920K | Sell |
2,571
-7
| -0.3% | -$2.46K | 0.14% | 46 |
|
|
2018
Q2 | $865K | Sell |
2,578
-256
| -9% | -$88.1K | 0.14% | 51 |
|
|
2018
Q1 | $929K | Buy |
2,834
+22
| +0.8% | +$7.43K | 0.16% | 47 |
|
|
2017
Q4 | $829K | Buy |
2,812
+201
| +8% | +$54.4K | 0.14% | 51 |
|
|
2017
Q3 | $664K | Sell |
2,611
-4
| -0.2% | -$932 | 0.13% | 56 |
|
|
2017
Q2 | $517K | Buy |
2,615
+4
| +0.2% | +$745 | 0.11% | 62 |
|
|
2017
Q1 | $462K | Buy |
2,611
+904
| +53% | +$154K | 0.09% | 66 |
|
|
2016
Q4 | $266K | Buy |
1,707
+72
| +4% | +$10.5K | 0.06% | 97 |
|
|
2016
Q3 | $215K | Buy |
+1,635
| New | +$215K | 0.05% | 103 |
|
|
2016
Q1 | – | Sell |
-1,438
| Closed | -$208K | – | 100 |
|
|
2015
Q4 | $208K | Buy |
+1,438
| New | +$207K | 0.05% | 103 |
|
|
2015
Q2 | – | Sell |
-2,664
| Closed | -$400K | – | 124 |
|
|
2015
Q1 | $400K | Buy |
+2,664
| New | +$388K | 0.03% | 118 |
|
Other funds holding BA
VCM
VPM
SFMG Wealth Advisors's BA Position: Q1 2026 in Review
SFMG Wealth Advisors increased its Boeing (BA) stake by 13% in Q1 2026, buying an estimated $112K and bringing the position to 4,206 shares worth $837K. The position accounts for 0.06% of the portfolio, ranked #128.
SFMG Wealth Advisors first reported a position in BA in Q1 2015 and has held it in 41 quarters since. The position peaked at $1.52M in Q4 2019. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- SFMG Wealth Advisors held 4,206 shares of Boeing worth $837K as of Q1 2026.
- SFMG Wealth Advisors bought 493 Boeing shares in Q1 2026, an estimated $112K.
- Boeing made up 0.06% of SFMG Wealth Advisors's portfolio in Q1 2026, its #128 holding.
- SFMG Wealth Advisors first reported a position in Boeing in Q1 2015 and has held it in 41 quarters since.
- SFMG Wealth Advisors's Boeing position peaked at $1.52M in Q4 2019.
- 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.