U.S. Capital Wealth Advisors’s Boeing BA Stock Holding History

U.S. Capital 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	$12.9M	Buy	64,699 +383	+0.6%	+$87.2K	0.32%	67
2025 Q4	$14M	Buy	64,316 +1,608	+3%	+$331K	0.36%	62
2025 Q3	$13.5M	Buy	62,708 +474	+0.8%	+$107K	0.36%	62
2025 Q2	$13M	Buy	62,234 +2,396	+4%	+$453K	0.38%	59
2025 Q1	$10.2M	Buy	59,838 +26,182	+78%	+$4.53M	0.31%	74
2024 Q4	$5.96M	Buy	33,656 +26,055	+343%	+$4.09M	0.18%	133
2024 Q3	$1.16M	Buy	7,601 +3,234	+74%	+$555K	0.04%	337
2024 Q2	$795K	Sell	4,367 -132	-3%	-$23.5K	0.03%	375
2024 Q1	$868K	Sell	4,499 -11,262	-71%	-$2.31M	0.03%	366
2023 Q4	$4.11M	Buy	15,761 +4,622	+41%	+$988K	0.16%	134
2023 Q3	$2.14M	Buy	11,139 +825	+8%	+$181K	0.1%	186
2023 Q2	$2.18M	Buy	10,314 +689	+7%	+$143K	0.1%	195
2023 Q1	$2.04M	Buy	9,625 +306	+3%	+$63.6K	0.09%	203
2022 Q4	$1.78M	Sell	9,319 -10,185	-52%	-$1.67M	0.08%	228
2022 Q3	$2.36M	Buy	19,504 +1,210	+7%	+$186K	0.12%	162
2022 Q2	$2.5M	Sell	18,294 -7,394	-29%	-$1.09M	0.11%	181
2022 Q1	$4.92M	Buy	25,688 +582	+2%	+$117K	0.18%	120
2021 Q4	$5.05M	Sell	25,106 -7,380	-23%	-$1.56M	0.2%	113
2021 Q3	$7.06M	Buy	+32,486	New	+$7.24M	0.31%	79

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

U.S. Capital Wealth Advisors's BA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Boeing (BA) stake by 0.6% in Q1 2026, buying an estimated $87.2K and bringing the position to 64,699 shares worth $12.9M. The position accounts for 0.32% of the portfolio, ranked #67.

U.S. Capital Wealth Advisors first reported a position in BA in Q3 2021 and has held it in 19 quarters since. The position peaked at $14M in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

U.S. Capital Wealth Advisors held 64,699 shares of Boeing worth $12.9M as of Q1 2026.
U.S. Capital Wealth Advisors bought 383 Boeing shares in Q1 2026, an estimated $87.2K.
Boeing made up 0.32% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #67 holding.
U.S. Capital Wealth Advisors first reported a position in Boeing in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Boeing position peaked at $14M in Q4 2025.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.