Strategic Family Wealth Counselors’s Boeing BA Stock Holding History

Strategic Family Wealth Counselors’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	–	Sell	-954	Closed	-$237K	–	168
2025 Q4	$237K	Buy	+954	New	+$196K	0.05%	194
2024 Q1	–	Sell	-1,236	Closed	-$322K	–	119
2023 Q4	$322K	Buy	1,236 +1	+0.1%	+$214	0.14%	82
2023 Q3	$237K	Hold	1,235	–	–	0.11%	91
2023 Q2	$261K	Hold	1,235	–	–	0.12%	87
2023 Q1	$262K	Buy	+1,235	New	+$257K	0.12%	86
2021 Q4	–	Sell	-1,051	Closed	-$231K	–	105
2021 Q3	$231K	Hold	1,051	–	–	0.08%	82
2021 Q2	$252K	Hold	1,051	–	–	0.08%	71
2021 Q1	$268K	Buy	1,051 +33	+3%	+$7.33K	0.1%	65
2020 Q4	$218K	Buy	+1,018	New	+$196K	0.11%	76
2020 Q1	–	Sell	-800	Closed	-$261K	–	76
2019 Q4	$261K	Hold	800	–	–	0.21%	55
2019 Q3	$304K	Buy	800 +200	+33%	+$71.5K	0.23%	51
2019 Q2	$218K	Hold	600	–	–	0.17%	59
2019 Q1	$229K	Buy	+600	New	+$231K	0.19%	56

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

Strategic Family Wealth Counselors's BA Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Boeing (BA) in Q1 2026, closing a stake of 954 shares — an estimated $237K sold.

Strategic Family Wealth Counselors first reported a position in BA in Q1 2019 and held it in 13 quarters. The position peaked at $322K in Q4 2023. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Strategic Family Wealth Counselors reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Strategic Family Wealth Counselors sold 954 Boeing shares in Q1 2026, an estimated $237K.
Strategic Family Wealth Counselors first reported a position in Boeing in Q1 2019 and held it in 13 quarters.
Strategic Family Wealth Counselors's Boeing position peaked at $322K in Q4 2023.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.