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SRH Advisors’s Boeing BA Stock Holding History

SRH 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 		$92.2K Hold
463
– – 0.03% 107
2025
Q4 		$101K Buy
463
+58
+14% +$11.9K 0.03% 104
2025
Q3 		$87.4K Hold
405
– – 0.03% 106
2025
Q2 		$84.9K Hold
405
– – 0.03% 101
2025
Q1 		$69.1K Buy
405
+5
+1% +$865 0.02% 106
2024
Q4 		$70.8K Hold
400
– – 0.02% 104
2024
Q3 		$60.8K Hold
400
– – 0.02% 117
2024
Q2 		$72.8K Hold
400
– – 0.02% 102
2024
Q1 		$77.2K Hold
400
– – 0.02% 105
2023
Q4 		$104K Hold
400
– – 0.04% 83
2023
Q3 		$76.7K Hold
400
– – 0.04% 94
2023
Q2 		$85K Hold
400
– – 0.05% 92
2023
Q1 		$85K Hold
400
– – 0.05% 92
2022
Q4 		$76K Hold
400
– – 0.04% 94
2022
Q3 		$48K Hold
400
– – 0.06% 115
2022
Q2 		$55K Buy
400
+200
+100% +$29.5K 0.07% 112
2022
Q1 		$38K Hold
200
– – 0.04% 140
2021
Q4 		$40K Hold
200
– – 0.05% 140
2021
Q3 		$44K Hold
200
– – 0.05% 133
2021
Q2 		$48K Buy
200
+100
+100% +$24.2K 0.06% 129
2021
Q1 		$25K Hold
100
– – 0.04% 148
2020
Q4 		$21K Hold
100
– – 0.03% 154
2020
Q3 		$17K Hold
100
– – 0.03% 151
2020
Q2 		$18K Sell
100
-100
-50% -$15.4K 0.04% 129
2020
Q1 		$30K Buy
200
+100
+100% +$27.4K 0.08% 92
2019
Q4 		$33K Hold
100
– – 0.11% 98
2019
Q3 		$38K Hold
100
– – 0.13% 93
2019
Q2 		$36K Hold
100
– – 0.12% 93
2019
Q1 		$38K Hold
100
– – 0.13% 88
2018
Q4 		$32K Hold
100
– – 0.12% 92
2018
Q3 		$37K Buy
+100
New +$35.1K 0.13% 98

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

SRH Advisors's BA Position: Q1 2026 in Review

SRH Advisors held its Boeing (BA) position steady in Q1 2026 at 463 shares worth $92.2K. The position accounts for 0.03% of the portfolio, ranked #107.

SRH Advisors first reported a position in BA in Q3 2018 and has held it in 31 quarters since. The position peaked at $104K in Q4 2023. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • SRH Advisors held 463 shares of Boeing worth $92.2K as of Q1 2026.
  • SRH Advisors left its Boeing share count unchanged in Q1 2026.
  • Boeing made up 0.03% of SRH Advisors's portfolio in Q1 2026, its #107 holding.
  • SRH Advisors first reported a position in Boeing in Q3 2018 and has held it in 31 quarters since.
  • SRH Advisors's Boeing position peaked at $104K in Q4 2023.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.