WealthShield Partners’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$738K Sell
3,707
-38
-1% -$8.65K 0.08% 213
2025
Q4
$813K Buy
3,745
+56
+2% +$11.5K 0.09% 199
2025
Q3
$796K Buy
3,689
+911
+33% +$205K 0.09% 196
2025
Q2
$582K Buy
2,778
+956
+52% +$181K 0.07% 219
2025
Q1
$311K Sell
1,822
-165
-8% -$28.6K 0.04% 269
2024
Q4
$352K Sell
1,987
-5
-0.3% -$785 0.05% 232
2024
Q3
$303K Sell
1,992
-186
-9% -$31.9K 0.04% 246
2024
Q2
$396K Buy
2,178
+940
+76% +$168K 0.06% 219
2024
Q1
$239K Sell
1,238
-7,280
-85% -$1.5M 0.04% 252
2023
Q4
$2.22M Buy
8,518
+7,439
+689% +$1.59M 0.37% 81
2023
Q3
$207K Sell
1,079
-50
-4% -$10.9K 0.03% 287
2023
Q2
$238K Sell
1,129
-63
-5% -$13.1K 0.04% 272
2023
Q1
$253K Sell
1,192
-62
-5% -$12.9K 0.04% 269
2022
Q4
$239K Buy
+1,254
New +$205K 0.05% 265
2022
Q2
Sell
-1,670
Closed -$320K 294
2022
Q1
$320K Sell
1,670
-2,180
-57% -$438K 0.05% 277
2021
Q4
$775K Buy
3,850
+926
+32% +$196K 0.13% 161
2021
Q3
$643K Sell
2,924
-240
-8% -$53.5K 0.17% 117
2021
Q2
$758K Buy
3,164
+396
+14% +$95.7K 0.12% 128
2021
Q1
$705K Sell
2,768
-1,943
-41% -$432K 0.13% 120
2020
Q4
$1.01M Sell
4,711
-389
-8% -$74.8K 0.19% 100
2020
Q3
$843K Buy
5,100
+1,577
+45% +$269K 0.3% 79
2020
Q2
$646K Buy
3,523
+1,308
+59% +$201K 0.3% 77
2020
Q1
$330K Sell
2,215
-184
-8% -$50.4K 0.2% 108
2019
Q4
$782K Buy
2,399
+169
+8% +$59.8K 0.38% 56
2019
Q3
$848K Buy
2,230
+17
+0.8% +$6.08K 0.45% 47
2019
Q2
$805K Buy
2,213
+133
+6% +$48.5K 0.47% 46
2019
Q1
$793K Buy
2,080
+156
+8% +$60K 0.44% 50
2018
Q4
$620K Hold
1,924
0.42% 47
2018
Q3
$716K Sell
1,924
-19,027
-91% -$6.68M 0.41% 46
2018
Q2
$677K Buy
20,951
+19,012
+981% +$6.54M 0.41% 46
2018
Q1
$636K Sell
1,939
-477
-20% -$161K 0.4% 48
2017
Q4
$717K Buy
+2,416
New +$654K 0.44% 48

Other funds holding BA

WealthShield Partners's BA Position: Q1 2026 in Review

WealthShield Partners reduced its Boeing (BA) stake by 1% in Q1 2026, selling an estimated $8.65K and leaving 3,707 shares worth $738K. The position accounts for 0.08% of the portfolio, ranked #213.

WealthShield Partners first reported a position in BA in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.22M in Q4 2023. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • WealthShield Partners held 3,707 shares of Boeing worth $738K as of Q1 2026.
  • WealthShield Partners sold 38 Boeing shares in Q1 2026, an estimated $8.65K.
  • Boeing made up 0.08% of WealthShield Partners's portfolio in Q1 2026, its #213 holding.
  • WealthShield Partners first reported a position in Boeing in Q4 2017 and has held it in 32 quarters since.
  • WealthShield Partners's Boeing position peaked at $2.22M in Q4 2023.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.