SkyOak Wealth’s Boeing BA Stock Holding History

SkyOak Wealth’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	$241K	Buy	+1,212	New	+$276K	0.04%	214
2024 Q1	–	Sell	-966	Closed	-$252K	–	252
2023 Q4	$252K	Buy	+966	New	+$207K	0.07%	203
2023 Q3	–	Sell	-966	Closed	-$204K	–	239
2023 Q2	$204K	Hold	966	–	–	0.06%	219
2023 Q1	$205K	Buy	+966	New	+$201K	0.06%	226
2022 Q3	–	Sell	-1,492	Closed	-$204K	–	222
2022 Q2	$204K	Sell	1,492 -700	-32%	-$103K	0.07%	189
2022 Q1	$420K	Sell	2,192 -60	-3%	-$12K	0.12%	143
2021 Q4	$453K	Buy	2,252 +300	+15%	+$63.4K	0.12%	140
2021 Q3	$429K	Hold	1,952	–	–	0.12%	142
2021 Q2	$468K	Buy	1,952 +500	+34%	+$121K	0.13%	135
2021 Q1	$342K	Sell	1,452 -10	-0.7%	-$2.22K	0.1%	153
2020 Q4	$313K	Sell	1,462 -8	-0.5%	-$1.54K	0.1%	158
2020 Q3	$243K	Sell	1,470 -74	-5%	-$12.6K	0.09%	170
2020 Q2	$283K	Buy	1,544 +18	+1%	+$2.77K	0.1%	193
2020 Q1	$228K	Buy	+1,526	New	+$418K	0.12%	183

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SkyOak Wealth's BA Position: Q1 2026 in Review

SkyOak Wealth opened a new position in Boeing (BA) in Q1 2026: 1,212 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings. This is a return to the name: SkyOak Wealth previously reported a position in BA as recently as Q4 2023.

SkyOak Wealth first reported a position in BA in Q1 2020 and has held it in 14 quarters since. The position peaked at $468K in Q2 2021. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

SkyOak Wealth held 1,212 shares of Boeing worth $241K as of Q1 2026.
Boeing was a new SkyOak Wealth position in Q1 2026.
Boeing made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #214 holding.
SkyOak Wealth first reported a position in Boeing in Q1 2020 and has held it in 14 quarters since.
SkyOak Wealth's Boeing position peaked at $468K in Q2 2021.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.