TWA
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Tandem Wealth Advisors’s Boeing BA Stock Holding History

Tandem Wealth 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 		$847K Buy
4,257
+1,998
+88% +$455K 0.38% 28
2025
Q4 		$490K Buy
2,259
+395
+21% +$81.2K 0.22% 39
2025
Q3 		$402K Buy
+1,864
New +$420K 0.19% 40

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

Tandem Wealth Advisors's BA Position: Q1 2026 in Review

Tandem Wealth Advisors increased its Boeing (BA) stake by 88% in Q1 2026, buying an estimated $455K and bringing the position to 4,257 shares worth $847K. The position accounts for 0.38% of the portfolio, ranked #28.

Tandem Wealth Advisors first reported a position in BA in Q3 2025 and has held it in 3 quarters since. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Tandem Wealth Advisors held 4,257 shares of Boeing worth $847K as of Q1 2026.
  • Tandem Wealth Advisors bought 1,998 Boeing shares in Q1 2026, an estimated $455K.
  • Boeing made up 0.38% of Tandem Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Tandem Wealth Advisors first reported a position in Boeing in Q3 2025 and has held it in 3 quarters since.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.