SEC 13F Intelligence

Strategic Wealth Investment Group, LLC / BA

Strategic Wealth Investment Group, LLC’s Boeing Co Position

Does Strategic Wealth Investment Group, LLC own Boeing Co (BA)? Yes46.1K shares worth $9M (+1.16% of its 13F portfolio) as of Q1 2026, up from 45.6K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
46.1K
% of Portfolio
+1.16%
Quarters Held
24
currently held

Position History BA

Reported value by quarter
Q4 ’19: $273,000Q4 ’19Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $4MQ3 ’21Q4 ’21: $4MQ1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $9MQ4 ’23Q2 ’24: $10MQ3 ’24: $13MQ4 ’24: $54MQ4 ’24Q1 ’25: $938,537Q2 ’25: $1MQ3 ’25: $14MQ3 ’25Q4 ’25: $10MQ1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.1K$9M+1.16%
Q4 202545.6K$10M+1.22%
Q3 202564.1K$14M+1.16%
Q2 20255.3K$1M+1.61%
Q1 20255.5K$938,537+1.63%
Q4 2024290.1K$54M+1.98%
Q3 202482.9K$13M+1.37%
Q2 202451.8K$10M+1.22%
Q4 202335.4K$9M+1.39%
Q3 202332.2K$6M+1.12%
Q2 202329.6K$6M+0.99%
Q1 202328.9K$6M+1.14%
Q4 202226.5K$6M+1.28%
Q3 202224.9K$3M+0.87%
Q2 202223.4K$3M+0.80%
Q1 202223.2K$4M+1.06%
Q4 202121.0K$4M+1.10%
Q3 202119.2K$4M+1.25%
Q2 202110.9K$3M+0.92%
Q1 20218.7K$2M+1.06%
Q4 202010.1K$2M+1.26%
Q3 20209.9K$2M+1.23%
Q2 20208.2K$2M+1.47%
Q4 2019839$273,000+0.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of BA.