SW
BA icon

SteelPeak Wealth’s Boeing BA Stock Holding History

SteelPeak 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
Q2 		$2.71M Sell
12,497
-15,708
-56% -$3.49M 0.07% 199
2026
Q1 		$5.61M Buy
28,205
+7,796
+38% +$1.78M 0.18% 105
2025
Q4 		$4.43M Sell
20,409
-5,951
-23% -$1.22M 0.15% 106
2025
Q3 		$5.69M Buy
26,360
+8,833
+50% +$1.99M 0.19% 96
2025
Q2 		$3.67M Sell
17,527
-21,763
-55% -$4.11M 0.14% 121
2025
Q1 		$6.7M Buy
39,290
+5,678
+17% +$983K 0.29% 84
2024
Q4 		$5.95M Buy
33,612
+19,040
+131% +$2.99M 0.25% 84
2024
Q3 		$2.22M Buy
14,572
+663
+5% +$114K 0.1% 159
2024
Q2 		$2.53M Sell
13,909
-3,727
-21% -$664K 0.12% 137
2024
Q1 		$3.4M Buy
17,636
+458
+3% +$94.1K 0.17% 105
2023
Q4 		$4.48M Sell
17,178
-667
-4% -$143K 0.26% 86
2023
Q3 		$3.42M Sell
17,845
-10,752
-38% -$2.35M 0.22% 94
2023
Q2 		$6.04M Buy
28,597
+462
+2% +$96K 0.36% 62
2023
Q1 		$5.98M Buy
28,135
+1,950
+7% +$405K 0.41% 64
2022
Q4 		$4.99M Sell
26,185
-8,204
-24% -$1.34M 0.37% 61
2022
Q3 		$4.16M Buy
34,389
+3,297
+11% +$506K 0.31% 69
2022
Q2 		$4.25M Sell
31,092
-4,891
-14% -$722K 0.31% 69
2022
Q1 		$6.89M Buy
35,983
+2,895
+9% +$581K 0.42% 63
2021
Q4 		$6.66M Sell
33,088
-1,126
-3% -$238K 0.4% 62
2021
Q3 		$7.53M Buy
34,214
+3,447
+11% +$769K 0.51% 60
2021
Q2 		$7.37M Buy
30,767
+2,354
+8% +$569K 0.53% 55
2021
Q1 		$7.24M Buy
28,413
+3,266
+13% +$726K 0.59% 52
2020
Q4 		$5.38M Buy
25,147
+2,265
+10% +$435K 0.49% 49
2020
Q3 		$3.78M Sell
22,882
-3
-0% -$511 0.41% 60
2020
Q2 		$4.2M Sell
22,885
-4,215
-16% -$648K 0.53% 53
2020
Q1 		$4.04M Buy
27,100
+4,495
+20% +$1.23M 0.64% 46
2019
Q4 		$7.36M Buy
+22,605
New +$8M 1.02% 23

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return