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Wiser Advisor Group’s Boeing BA Stock Holding History

Wiser Advisor Group’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 		$10.2K Buy
+51
New +$11.6K 0.01% 166
2024
Q1 		– Sell
-32
Closed -$8.34K – 306
2023
Q4 		$8.34K Buy
+32
New +$6.84K 0.01% 191

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

Wiser Advisor Group's BA Position: Q1 2026 in Review

Wiser Advisor Group opened a new position in Boeing (BA) in Q1 2026: 51 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings. This is a return to the name: Wiser Advisor Group previously reported a position in BA as recently as Q4 2023.

Wiser Advisor Group first reported a position in BA in Q4 2023 and has held it in 2 quarters since. 2,504 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Wiser Advisor Group held 51 shares of Boeing worth $10.2K as of Q1 2026.
  • Boeing was a new Wiser Advisor Group position in Q1 2026.
  • Boeing made up 0.01% of Wiser Advisor Group's portfolio in Q1 2026, its #166 holding.
  • Wiser Advisor Group first reported a position in Boeing in Q4 2023 and has held it in 2 quarters since.
  • 2,504 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.