SEC 13F Intelligence

Oxford Wealth Group, LLC / BA

Oxford Wealth Group, LLC’s Boeing Co Position

Does Oxford Wealth Group, LLC own Boeing Co (BA)? Not currently — the last reported position was 11.2K shares worth $2M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2024
Shares
11.2K
% of Portfolio
+1.40%
Quarters Held
2
position exited

Position History BA

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202411.2K$2M+1.40%
Q1 20246.0K$1M+1.06%

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