TAFW
BA icon

Tred Avon Family Wealth’s Boeing BA Stock Holding History

Tred Avon Family 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
Q1 		$402K Buy
2,019
+360
+22% +$82K 0.13% 194
2025
Q4 		$360K Hold
1,659
– – 0.12% 196
2025
Q3 		$358K Buy
+1,659
New +$374K 0.12% 189

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

Tred Avon Family Wealth's BA Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Boeing (BA) stake by 22% in Q1 2026, buying an estimated $82K and bringing the position to 2,019 shares worth $402K. The position accounts for 0.13% of the portfolio, ranked #194.

Tred Avon Family Wealth first reported a position in BA in Q3 2025 and has held it in 3 quarters since. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Tred Avon Family Wealth held 2,019 shares of Boeing worth $402K as of Q1 2026.
  • Tred Avon Family Wealth bought 360 Boeing shares in Q1 2026, an estimated $82K.
  • Boeing made up 0.13% of Tred Avon Family Wealth's portfolio in Q1 2026, its #194 holding.
  • Tred Avon Family Wealth first reported a position in Boeing in Q3 2025 and has held it in 3 quarters since.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.