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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
2021
Q4 		– Sell
-3,000
Closed -$4K – 248
2021
Q3 		$4K Buy
3,000
+2,000
+200% +$446K ﹤0.01% 232
2021
Q2 		$20K Buy
1,000
+500
+100% +$121K 0.01% 236
2021
Q1 		$12K Buy
+500
New +$111K ﹤0.01% 235

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

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.