James T. Borello RIA’s Boeing BA Stock Holding History

James T. Borello RIA’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	$27.7K	Sell	149 -92	-38%	-$19.7K	0.01%	340
2026 Q2	$52.2K	Buy	241 +81	+51%	+$18K	0.01%	232
2026 Q1	$31.8K	Buy	160 +35	+28%	+$7.97K	0.01%	280
2025 Q4	$27.1K	Buy	125 +43	+52%	+$8.84K	0.01%	235
2025 Q3	$17.7K	Buy	82 +70	+583%	+$15.8K	﹤0.01%	242
2025 Q2	$2.51K	Hold	12	–	–	﹤0.01%	246
2025 Q1	$2.05K	Hold	12	–	–	﹤0.01%	200
2024 Q4	$2.12K	Hold	12	–	–	﹤0.01%	174
2024 Q3	$1.82K	Hold	12	–	–	﹤0.01%	167
2024 Q2	$2.18K	Hold	12	–	–	﹤0.01%	151
2024 Q1	$2.32K	Hold	12	–	–	﹤0.01%	149
2023 Q4	$3.13K	Buy	+12	New	+$2.57K	﹤0.01%	120

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

James T. Borello RIA's BA Position: Q3 2026 in Review

James T. Borello RIA reduced its Boeing (BA) stake by 38% in Q3 2026, selling an estimated $19.7K and leaving 149 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #340.

James T. Borello RIA first reported a position in BA in Q4 2023 and has held it in 12 quarters since. The position peaked at $52.2K in Q2 2026. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

James T. Borello RIA held 149 shares of Boeing worth $27.7K as of Q3 2026.
James T. Borello RIA sold 92 Boeing shares in Q3 2026, an estimated $19.7K.
Boeing made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #340 holding.
James T. Borello RIA first reported a position in Boeing in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Boeing position peaked at $52.2K in Q2 2026.
555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.