Wealthspire Advisors (New York)’s Boeing BA Stock Holding History

Wealthspire Advisors (New York)’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	$4.28M	Sell	21,518 -1,199	-5%	-$273K	0.03%	180
2025 Q4	$4.93M	Buy	22,717 +8,110	+56%	+$1.67M	0.04%	165
2025 Q3	$3.15M	Sell	14,607 -478	-3%	-$108K	0.02%	209
2025 Q2	$3.16M	Buy	15,085 +496	+3%	+$93.7K	0.02%	215
2025 Q1	$2.49M	Sell	14,589 -244	-2%	-$42.2K	0.01%	243
2024 Q4	$2.63M	Sell	14,833 -133	-0.9%	-$20.9K	0.03%	211
2024 Q3	$2.28M	Buy	14,966 +1,402	+10%	+$240K	0.02%	232
2024 Q2	$2.47M	Sell	13,564 -541	-4%	-$96.4K	0.03%	180
2024 Q1	$2.72M	Buy	14,105 +6,348	+82%	+$1.3M	0.04%	162
2023 Q4	$2.02M	Buy	7,757 +895	+13%	+$191K	0.03%	188
2023 Q3	$1.32M	Buy	6,862 +1,225	+22%	+$268K	0.02%	233
2023 Q2	$1.19M	Buy	5,637 +213	+4%	+$44.2K	0.02%	226
2023 Q1	$1.15M	Sell	5,424 -1,033	-16%	-$215K	0.02%	225
2022 Q4	$1.23M	Buy	6,457 +740	+13%	+$121K	0.02%	221
2022 Q3	$692K	Sell	5,717 -11,346	-66%	-$1.74M	0.01%	288
2022 Q2	$2.33M	Buy	17,063 +9,420	+123%	+$1.39M	0.05%	132
2022 Q1	$1.46M	Buy	7,643 +1,356	+22%	+$272K	0.03%	147
2021 Q4	$1.27M	Buy	6,287 +1,278	+26%	+$270K	0.03%	200
2021 Q3	$1.1M	Buy	5,009 +600	+14%	+$134K	0.02%	232
2021 Q2	$1.06M	Sell	4,409 -5,831	-57%	-$1.41M	0.03%	158
2021 Q1	$2.61M	Buy	10,240 +2,118	+26%	+$471K	0.06%	143
2020 Q4	$1.74M	Buy	8,122 +4,795	+144%	+$922K	0.05%	147
2020 Q3	$550K	Buy	3,327 +69	+2%	+$11.8K	0.03%	171
2020 Q2	$597K	Sell	3,258 -4,117	-56%	-$633K	0.04%	140
2020 Q1	$1.1M	Buy	7,375 +5,098	+224%	+$1.4M	0.05%	180
2019 Q4	$742K	Buy	2,277 +496	+28%	+$176K	0.05%	83
2019 Q3	$678K	Buy	+1,781	New	+$637K	0.06%	67
2019 Q1	–	Sell	-955	Closed	-$308K	–	113
2018 Q4	$308K	Buy	+955	New	+$330K	0.03%	49

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

Wealthspire Advisors (New York)'s BA Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Boeing (BA) stake by 5.3% in Q1 2026, selling an estimated $273K and leaving 21,518 shares worth $4.28M. The position accounts for 0.03% of the portfolio, ranked #180.

Wealthspire Advisors (New York) first reported a position in BA in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.93M in Q4 2025. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Wealthspire Advisors (New York) held 21,518 shares of Boeing worth $4.28M as of Q1 2026.
Wealthspire Advisors (New York) sold 1,199 Boeing shares in Q1 2026, an estimated $273K.
Boeing made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #180 holding.
Wealthspire Advisors (New York) first reported a position in Boeing in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s Boeing position peaked at $4.93M in Q4 2025.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.