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Strategic Wealth Partners’s Boeing BA Stock Holding History

Strategic Wealth Partners’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 		$328K Sell
1,650
-5
-0.3% -$1.14K 0.02% 245
2025
Q4 		$359K Sell
1,655
-1,463
-47% -$301K 0.02% 242
2025
Q3 		$673K Buy
3,118
+1,783
+134% +$402K 0.05% 196
2025
Q2 		$280K Buy
+1,335
New +$252K 0.02% 282
2024
Q4 		$268K Sell
1,445
-144
-9% -$22.6K 0.02% 276
2024
Q3 		$242K Sell
1,589
-85
-5% -$14.6K 0.02% 274
2024
Q2 		$305K Buy
1,674
+84
+5% +$15K 0.03% 239
2024
Q1 		$307K Buy
1,590
+311
+24% +$63.9K 0.03% 229
2023
Q4 		$333K Sell
1,279
-207
-14% -$44.3K 0.04% 220
2023
Q3 		$285K Buy
1,486
+50
+3% +$10.9K 0.04% 246
2023
Q2 		$303K Buy
+1,436
New +$298K 0.04% 246
2021
Q3 		– Sell
-2,436
Closed -$584K – 230
2021
Q2 		$584K Sell
2,436
-11
-0.4% -$2.66K 0.19% 130
2021
Q1 		$623K Sell
2,447
-40
-2% -$8.89K 0.25% 103
2020
Q4 		$532K Sell
2,487
-46
-2% -$8.84K 0.22% 111
2020
Q3 		$419K Sell
2,533
-43
-2% -$7.33K 0.21% 109
2020
Q2 		$472K Buy
2,576
+322
+14% +$49.5K 0.24% 96
2020
Q1 		$734K Buy
+2,254
New +$617K 0.38% 76
2019
Q4 		– Sell
-3,112
Closed -$82.3K – 161
2019
Q3 		$82.3K Buy
3,112
+2,713
+680% +$970K 0.42% 66
2019
Q2 		$145K Buy
399
+247
+163% +$90.1K 0.07% 151
2019
Q1 		$59K Buy
152
+95
+167% +$36.6K 0.03% 218
2018
Q4 		$20K Buy
57
+7
+14% +$2.42K 0.01% 338
2018
Q3 		$19K Hold
50
– – 0.01% 356
2018
Q2 		$17K Hold
50
– – 0.01% 431
2018
Q1 		$16K Hold
50
– – 0.01% 401
2017
Q4 		$14K Buy
+50
New +$13.5K 0.01% 422

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

Strategic Wealth Partners's BA Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Boeing (BA) stake by 0.3% in Q1 2026, selling an estimated $1.14K and leaving 1,650 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #245.

Strategic Wealth Partners first reported a position in BA in Q4 2017 and has held it in 25 quarters since. The position peaked at $734K in Q1 2020. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Strategic Wealth Partners held 1,650 shares of Boeing worth $328K as of Q1 2026.
  • Strategic Wealth Partners sold 5 Boeing shares in Q1 2026, an estimated $1.14K.
  • Boeing made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #245 holding.
  • Strategic Wealth Partners first reported a position in Boeing in Q4 2017 and has held it in 25 quarters since.
  • Strategic Wealth Partners's Boeing position peaked at $734K in Q1 2020.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.