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Waterway Wealth Management’s Boeing BA Stock Holding History

Waterway Wealth Management’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 		– Sell
-1,314
Closed -$285K – 92
2025
Q4 		$285K Buy
+1,314
New +$270K 0.06% 79
2024
Q2 		– Sell
-1,726
Closed -$333K – 62
2024
Q1 		$333K Buy
1,726
+567
+49% +$117K 0.15% 52
2023
Q4 		$302K Buy
+1,159
New +$248K 0.13% 55

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waterway Wealth Management's BA Position: Q1 2026 in Review

Waterway Wealth Management sold out of Boeing (BA) in Q1 2026, closing a stake of 1,314 shares — an estimated $285K sold.

Waterway Wealth Management first reported a position in BA in Q4 2023 and held it in 3 quarters. The position peaked at $333K in Q1 2024. 2,530 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Waterway Wealth Management reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Waterway Wealth Management sold 1,314 Boeing shares in Q1 2026, an estimated $285K.
  • Waterway Wealth Management first reported a position in Boeing in Q4 2023 and held it in 3 quarters.
  • Waterway Wealth Management's Boeing position peaked at $333K in Q1 2024.
  • 2,530 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Waterway Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.