Souders Financial Advisors’s Boeing BA Stock Holding History

Souders Financial 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 Q1	$334K	Sell	1,679 -625	-27%	-$142K	0.04%	176
2025 Q4	$500K	Sell	2,304 -937	-29%	-$193K	0.06%	134
2025 Q3	$700K	Sell	3,241 -36	-1%	-$8.12K	0.08%	112
2025 Q2	$687K	Buy	3,277 +210	+7%	+$39.7K	0.09%	112
2025 Q1	$523K	Sell	3,067 -578	-16%	-$100K	0.07%	128
2024 Q4	$645K	Sell	3,645 -1,944	-35%	-$305K	0.09%	117
2024 Q3	$850K	Buy	+5,589	New	+$958K	0.12%	108
2022 Q2	–	Sell	-1,094	Closed	-$209K	–	137
2022 Q1	$209K	Buy	1,094 +52	+5%	+$10.4K	0.06%	137
2021 Q4	$210K	Sell	1,042 -22	-2%	-$4.65K	0.06%	130
2021 Q3	$234K	Buy	1,064 +92	+9%	+$20.5K	0.08%	125
2021 Q2	$233K	Hold	972	–	–	0.08%	126
2021 Q1	$248K	Buy	+972	New	+$216K	0.1%	112
2020 Q2	–	Sell	-5,101	Closed	-$761K	–	99
2020 Q1	$761K	Buy	+5,101	New	+$1.4M	0.67%	41

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

Souders Financial Advisors's BA Position: Q1 2026 in Review

Souders Financial Advisors reduced its Boeing (BA) stake by 27% in Q1 2026, selling an estimated $142K and leaving 1,679 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #176.

Souders Financial Advisors first reported a position in BA in Q1 2020 and has held it in 13 quarters since. The position peaked at $850K in Q3 2024. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Souders Financial Advisors held 1,679 shares of Boeing worth $334K as of Q1 2026.
Souders Financial Advisors sold 625 Boeing shares in Q1 2026, an estimated $142K.
Boeing made up 0.04% of Souders Financial Advisors's portfolio in Q1 2026, its #176 holding.
Souders Financial Advisors first reported a position in Boeing in Q1 2020 and has held it in 13 quarters since.
Souders Financial Advisors's Boeing position peaked at $850K in Q3 2024.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.