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TCFG Wealth Management’s Boeing BA Stock Holding History

TCFG Wealth Management’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 		$354K Sell
1,778
-475
-21% -$108K 0.13% 166
2025
Q4 		$489K Buy
2,253
+353
+19% +$72.6K 0.19% 133
2025
Q3 		$410K Sell
1,900
-96
-5% -$21.6K 0.16% 157
2025
Q2 		$418K Sell
1,996
-4
-0.2% -$756 0.19% 147
2025
Q1 		$341K Buy
2,000
+200
+11% +$34.6K 0.17% 149
2024
Q4 		$319K Sell
1,800
-83
-4% -$13K 0.16% 153
2024
Q3 		$286K Buy
+1,883
New +$323K 0.14% 162

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCFG Wealth Management's BA Position: Q1 2026 in Review

TCFG Wealth Management reduced its Boeing (BA) stake by 21% in Q1 2026, selling an estimated $108K and leaving 1,778 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #166.

TCFG Wealth Management first reported a position in BA in Q3 2024 and has held it in 7 quarters since. The position peaked at $489K in Q4 2025. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • TCFG Wealth Management held 1,778 shares of Boeing worth $354K as of Q1 2026.
  • TCFG Wealth Management sold 475 Boeing shares in Q1 2026, an estimated $108K.
  • Boeing made up 0.13% of TCFG Wealth Management's portfolio in Q1 2026, its #166 holding.
  • TCFG Wealth Management first reported a position in Boeing in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Boeing position peaked at $489K in Q4 2025.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.