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Wedmont Private Capital’s Boeing BA Stock Holding History

Wedmont Private Capital’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 		$2.57M Buy
13,675
+2,076
+18% +$445K 0.06% 175
2026
Q2 		$2.58M Buy
11,599
+259
+2% +$57.6K 0.07% 146
2026
Q1 		$2.47M Buy
11,340
+1,741
+18% +$396K 0.08% 142
2025
Q4 		$2.19M Buy
9,599
+2,003
+26% +$412K 0.08% 150
2025
Q3 		$1.68M Buy
7,596
+644
+9% +$145K 0.06% 189
2025
Q2 		$1.58M Buy
6,952
+1,045
+18% +$197K 0.07% 188
2025
Q1 		$926K Buy
5,907
+957
+19% +$166K 0.05% 237
2024
Q4 		$851K Buy
4,950
+381
+8% +$59.8K 0.04% 257
2024
Q3 		$712K Sell
4,569
-541
-11% -$92.8K 0.04% 276
2024
Q2 		$932K Sell
5,110
-406
-7% -$72.4K 0.06% 210
2024
Q1 		$983K Sell
5,516
-530
-9% -$109K 0.07% 184
2023
Q4 		$1.38M Buy
6,046
+1,301
+27% +$278K 0.11% 114
2023
Q3 		$894K Buy
4,745
+132
+3% +$28.9K 0.09% 142
2023
Q2 		$983K Buy
4,613
+330
+8% +$68.5K 0.11% 130
2023
Q1 		$903K Buy
4,283
+243
+6% +$50.5K 0.12% 126
2022
Q4 		$861K Buy
4,040
+557
+16% +$91.1K 0.13% 127
2022
Q3 		$422K Buy
3,483
+812
+30% +$125K 0.08% 184
2022
Q2 		$365K Sell
2,671
-59
-2% -$8.7K 0.08% 191
2022
Q1 		$522K Buy
2,730
+592
+28% +$119K 0.12% 137
2021
Q4 		$479K Buy
+2,138
New +$452K 0.15% 113

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

Wedmont Private Capital's BA Position: Q3 2026 in Review

Wedmont Private Capital increased its Boeing (BA) stake by 18% in Q3 2026, buying an estimated $445K and bringing the position to 13,675 shares worth $2.57M. The position accounts for 0.06% of the portfolio, ranked #175.

Wedmont Private Capital first reported a position in BA in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.58M in Q2 2026. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Wedmont Private Capital held 13,675 shares of Boeing worth $2.57M as of Q3 2026.
  • Wedmont Private Capital bought 2,076 Boeing shares in Q3 2026, an estimated $445K.
  • Boeing made up 0.06% of Wedmont Private Capital's portfolio in Q3 2026, its #175 holding.
  • Wedmont Private Capital first reported a position in Boeing in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Boeing position peaked at $2.58M in Q2 2026.
  • 123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.