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Twin Peaks Wealth Advisors’s Boeing BA Stock Holding History

Twin Peaks 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 		$104K Buy
+523
New +$119K 0.03% 285
2025
Q3 		– Sell
-645
Closed -$150K – 351
2025
Q2 		$150K Buy
+645
New +$122K 0.05% 183

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

Twin Peaks Wealth Advisors's BA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Boeing (BA) in Q1 2026: 523 shares worth $104K. The stake represents 0.03% of the portfolio and ranks #285 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BA in Q2 2025 and has held it in 2 quarters since. The position peaked at $150K in Q2 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 523 shares of Boeing worth $104K as of Q1 2026.
  • Boeing was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Boeing made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #285 holding.
  • Twin Peaks Wealth Advisors first reported a position in Boeing in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Boeing position peaked at $150K in Q2 2025.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.