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Williams Jones Wealth Management’s Boeing BA Stock Holding History

Williams Jones 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 		$2.62M Buy
13,188
+4,021
+44% +$916K 0.03% 172
2025
Q4 		$1.99M Buy
9,167
+2,183
+31% +$449K 0.02% 194
2025
Q3 		$1.51M Buy
6,984
+6
+0.1% +$1.35K 0.02% 217
2025
Q2 		$1.46M Buy
6,978
+9
+0.1% +$1.7K 0.02% 216
2025
Q1 		$1.19M Hold
6,969
– – 0.02% 225
2024
Q4 		$1.23M Sell
6,969
-199
-3% -$31.2K 0.01% 230
2024
Q3 		$1.09M Sell
7,168
-366
-5% -$62.8K 0.01% 253
2024
Q2 		$1.37M Sell
7,534
-367
-5% -$65.4K 0.02% 230
2024
Q1 		$1.52M Buy
7,901
+167
+2% +$34.3K 0.02% 220
2023
Q4 		$2.02M Sell
7,734
-17
-0.2% -$3.64K 0.03% 194
2023
Q3 		$1.49M Sell
7,751
-37
-0.5% -$8.1K 0.02% 217
2023
Q2 		$1.64M Buy
7,788
+275
+4% +$57.1K 0.02% 212
2023
Q1 		$1.6M Sell
7,513
-119
-2% -$24.7K 0.03% 223
2022
Q4 		$1.45M Buy
7,632
+19
+0.2% +$3.11K 0.02% 231
2022
Q3 		$922K Sell
7,613
-145
-2% -$22.2K 0.02% 280
2022
Q2 		$1.06M Buy
7,758
+2,618
+51% +$386K 0.02% 264
2022
Q1 		$984K Buy
5,140
+3,459
+206% +$694K 0.01% 263
2021
Q4 		$338K Sell
1,681
-21
-1% -$4.44K ﹤0.01% 383
2021
Q3 		$374K Sell
1,702
-3,445
-67% -$768K 0.01% 359
2021
Q2 		$1.23M Sell
5,147
-1,767
-26% -$427K 0.02% 232
2021
Q1 		$1.76M Buy
6,914
+3,806
+122% +$846K 0.03% 200
2020
Q4 		$665K Buy
3,108
+158
+5% +$30.4K 0.01% 256
2020
Q3 		$488K Buy
2,950
+182
+7% +$31K 0.01% 273
2020
Q2 		$507K Buy
2,768
+206
+8% +$31.7K 0.01% 259
2020
Q1 		$382K Sell
2,562
-2,807
-52% -$768K 0.01% 261
2019
Q4 		$1.75M Buy
5,369
+20
+0.4% +$7.08K 0.03% 168
2019
Q3 		$2.04M Buy
+5,349
New +$1.91M 0.04% 161

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Williams Jones Wealth Management's BA Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Boeing (BA) stake by 44% in Q1 2026, buying an estimated $916K and bringing the position to 13,188 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #172.

Williams Jones Wealth Management first reported a position in BA in Q3 2019 and has held it in 27 quarters since. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Williams Jones Wealth Management held 13,188 shares of Boeing worth $2.62M as of Q1 2026.
  • Williams Jones Wealth Management bought 4,021 Boeing shares in Q1 2026, an estimated $916K.
  • Boeing made up 0.03% of Williams Jones Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Williams Jones Wealth Management first reported a position in Boeing in Q3 2019 and has held it in 27 quarters since.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.