Wallace Advisory Group’s Boeing BA Stock Holding History

Wallace 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 Q1	$476K	Buy	2,390 +872	+57%	+$199K	0.51%	44
2025 Q4	$330K	Sell	1,518 -946	-38%	-$195K	0.35%	80
2025 Q3	$516K	Sell	2,464 -1,106	-31%	-$249K	0.41%	69
2025 Q2	$609K	Buy	3,570 +44	+1%	+$8.31K	0.44%	60
2025 Q1	$624K	Buy	3,526 +853	+32%	+$148K	0.43%	61
2024 Q4	$406K	Buy	2,673 +1,371	+105%	+$215K	0.28%	96
2024 Q3	$237K	Sell	1,302 -37	-3%	-$6.34K	0.17%	154
2024 Q2	$244K	Buy	+1,339	New	+$239K	0.18%	153

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

Wallace Advisory Group's BA Position: Q1 2026 in Review

Wallace Advisory Group increased its Boeing (BA) stake by 57% in Q1 2026, buying an estimated $199K and bringing the position to 2,390 shares worth $476K. The position accounts for 0.51% of the portfolio, ranked #44.

Wallace Advisory Group first reported a position in BA in Q2 2024 and has held it in 8 quarters since. The position peaked at $624K in Q1 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Wallace Advisory Group held 2,390 shares of Boeing worth $476K as of Q1 2026.
Wallace Advisory Group bought 872 Boeing shares in Q1 2026, an estimated $199K.
Boeing made up 0.51% of Wallace Advisory Group's portfolio in Q1 2026, its #44 holding.
Wallace Advisory Group first reported a position in Boeing in Q2 2024 and has held it in 8 quarters since.
Wallace Advisory Group's Boeing position peaked at $624K in Q1 2025.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.