VisionPoint Advisory Group’s Boeing BA Stock Holding History

VisionPoint Advisory Group’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 Q3	$279K	Buy	1,500 +243	+19%	+$52.1K	0.04%	365
2026 Q2	$272K	Sell	1,257 -51	-4%	-$11.3K	0.04%	385
2026 Q1	$260K	Sell	1,308 -32	-2%	-$7.29K	0.05%	363
2025 Q4	$291K	Buy	1,340 +194	+17%	+$39.9K	0.06%	311
2025 Q3	$247K	Buy	+1,146	New	+$258K	0.05%	339
2024 Q3	–	Sell	-165	Closed	-$30K	–	282
2024 Q2	$30K	Sell	165 -48	-23%	-$8.56K	0.01%	343
2024 Q1	$41.1K	Buy	213 +49	+30%	+$10.1K	0.01%	290
2023 Q4	$42.7K	Sell	164 -1,089	-87%	-$233K	0.02%	261
2023 Q3	$240K	Buy	1,253 +1,102	+730%	+$241K	0.1%	132
2023 Q2	$31.9K	Buy	+151	New	+$31.4K	0.01%	244
2022 Q2	–	Sell	-4,174	Closed	-$514K	–	102
2022 Q1	$514K	Sell	4,174 -1,802	-30%	-$362K	0.24%	54
2021 Q4	$1.23M	Buy	5,976 +1,903	+47%	+$402K	0.54%	44
2021 Q3	$914K	Sell	4,073 -825	-17%	-$184K	0.41%	50
2021 Q2	$1.17M	Buy	+4,898	New	+$1.18M	0.52%	55
2020 Q2	–	Sell	-1,657	Closed	-$247K	–	109
2020 Q1	$247K	Sell	1,657 -1,176	-42%	-$322K	0.12%	93
2019 Q4	$923K	Sell	2,833 -356	-11%	-$126K	0.38%	47
2019 Q3	$1.2M	Buy	3,189 +776	+32%	+$277K	0.33%	42
2019 Q2	$878K	Buy	+2,413	New	+$880K	0.25%	48
2019 Q1	–	Sell	-1,071	Closed	-$345K	–	132
2018 Q4	$345K	Buy	+1,071	New	+$370K	0.11%	75

Other funds holding BA

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VisionPoint Advisory Group's BA Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Boeing (BA) stake by 19% in Q3 2026, buying an estimated $52.1K and bringing the position to 1,500 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #365.

VisionPoint Advisory Group first reported a position in BA in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2021. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

VisionPoint Advisory Group held 1,500 shares of Boeing worth $279K as of Q3 2026.
VisionPoint Advisory Group bought 243 Boeing shares in Q3 2026, an estimated $52.1K.
Boeing made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #365 holding.
VisionPoint Advisory Group first reported a position in Boeing in Q4 2018 and has held it in 19 quarters since.
VisionPoint Advisory Group's Boeing position peaked at $1.23M in Q4 2021.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.