Worth Asset Management’s Boeing BA Stock Holding History

Worth Asset 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 Q3	$240K	Buy	+1,291	New	+$277K	0.07%	205
2025 Q4	–	Sell	-2,015	Closed	-$435K	–	160
2025 Q3	$435K	Sell	2,015 -4,353	-68%	-$981K	0.2%	84
2025 Q2	$1.33M	Buy	+6,368	New	+$1.2M	0.66%	31
2023 Q2	–	Sell	-279	Closed	-$59.3K	–	465
2023 Q1	$59.3K	Buy	279 +54	+24%	+$11.2K	0.05%	166
2022 Q4	$42.9K	Buy	+225	New	+$36.8K	0.03%	196

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

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

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

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

Worth Asset Management's BA Position: Q3 2026 in Review

Worth Asset Management opened a new position in Boeing (BA) in Q3 2026: 1,291 shares worth $240K. The stake represents 0.07% of the portfolio and ranks #205 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in BA as recently as Q3 2025.

Worth Asset Management first reported a position in BA in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.33M in Q2 2025. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Worth Asset Management held 1,291 shares of Boeing worth $240K as of Q3 2026.
Boeing was a new Worth Asset Management position in Q3 2026.
Boeing made up 0.07% of Worth Asset Management's portfolio in Q3 2026, its #205 holding.
Worth Asset Management first reported a position in Boeing in Q4 2022 and has held it in 5 quarters since.
Worth Asset Management's Boeing position peaked at $1.33M in Q2 2025.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.