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Spectrum Financial Alliance’s Boeing BA Stock Holding History

Spectrum Financial Alliance’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 		$67.6M Buy
339,466
+16,886
+5% +$3.85M 12.99% 2
2025
Q4 		$70M Buy
322,580
+39,203
+14% +$8.06M 13.84% 3
2025
Q3 		$61.2M Sell
283,377
-1,107
-0.4% -$250K 15% 1
2025
Q2 		$64.3M Sell
284,484
-3,967
-1% -$749K 17.33% 1
2025
Q1 		$49.2M Buy
288,451
+16,298
+6% +$2.82M 15.99% 1
2024
Q4 		$48.2M Buy
272,153
+6,663
+3% +$1.05M 16.72% 1
2024
Q3 		$40.4M Buy
265,490
+29,115
+12% +$4.99M 14.45% 4
2024
Q2 		$43M Buy
236,375
+33,644
+17% +$6M 15.39% 3
2024
Q1 		$39.1M Buy
202,731
+28,398
+16% +$5.84M 15.24% 3
2023
Q4 		$45.4M Sell
174,333
-4,008
-2% -$857K 18.73% 1
2023
Q3 		$33M Buy
178,341
+2,807
+2% +$614K 16.62% 1
2023
Q2 		$37.1M Sell
175,534
-2,807
-2% -$583K 17.61% 1
2023
Q1 		$37.9M Buy
178,341
+4,403
+3% +$915K 17.56% 1
2022
Q4 		$33.1M Buy
+173,938
New +$28.5M 16.75% 2
2022
Q2 		$22.3M Buy
162,955
+7,255
+5% +$1.07M 13.01% 5
2022
Q1 		$29.8M Buy
155,700
+42,911
+38% +$8.61M 14.69% 4
2021
Q4 		$22.7M Buy
+112,789
New +$23.8M 11.09% 5
2021
Q2 		$27.3M Buy
113,811
+10,051
+10% +$2.43M 12.71% 4
2021
Q1 		$26.4M Buy
103,760
+2,140
+2% +$476K 13.22% 4
2020
Q4 		$21.8M Buy
101,620
+2,795
+3% +$537K 12.35% 4
2020
Q3 		$16.3M Buy
98,825
+21,593
+28% +$3.68M 11.2% 4
2020
Q2 		$14.2M Buy
77,232
+3,875
+5% +$596K 10.55% 5
2020
Q1 		$10.4M Buy
73,357
+1,524
+2% +$417K 9.35% 6
2019
Q4 		$23.4M Buy
71,833
+17,549
+32% +$6.21M 13.61% 3
2019
Q3 		$20.7M Buy
54,284
+4,474
+9% +$1.6M 13.34% 3
2019
Q2 		$18M Buy
49,810
+154
+0.3% +$56.2K 11.3% 4
2019
Q1 		$18.8M Buy
49,656
+682
+1% +$263K 12.89% 3
2018
Q4 		$15.7M Sell
48,974
-50
-0.1% -$17.3K 11.96% 4
2018
Q3 		$18.2M Sell
49,024
-108
-0.2% -$37.9K 11.38% 4
2018
Q2 		$16.5M Buy
49,132
+417
+0.9% +$143K 10.97% 5
2018
Q1 		$16M Buy
+48,715
New +$16.5M 10.47% 5

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

Spectrum Financial Alliance's BA Position: Q1 2026 in Review

Spectrum Financial Alliance increased its Boeing (BA) stake by 5.2% in Q1 2026, buying an estimated $3.85M and bringing the position to 339,466 shares worth $67.6M. The position accounts for 12.99% of the portfolio, ranked #2.

Spectrum Financial Alliance first reported a position in BA in Q1 2018 and has held it in 31 quarters since. The position peaked at $70M in Q4 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Spectrum Financial Alliance held 339,466 shares of Boeing worth $67.6M as of Q1 2026.
  • Spectrum Financial Alliance bought 16,886 Boeing shares in Q1 2026, an estimated $3.85M.
  • Boeing made up 12.99% of Spectrum Financial Alliance's portfolio in Q1 2026, its #2 holding.
  • Spectrum Financial Alliance first reported a position in Boeing in Q1 2018 and has held it in 31 quarters since.
  • Spectrum Financial Alliance's Boeing position peaked at $70M in Q4 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Spectrum Financial Alliance's 13F filing for Q1 2026, filed 1 May 2026.