SEC 13F Intelligence

Aviso Wealth Management / BA

Aviso Wealth Management’s Boeing Co Position

Does Aviso Wealth Management own Boeing Co (BA)? Yes — 13.6K shares worth $3M (+1.22% of its 13F portfolio) as of Q1 2026, up from 13.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
13.6K
% of Portfolio
+1.22%
Quarters Held
10
currently held

Position History BA

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $1MQ2 ’24Q3 ’24: $777,761Q4 ’24: $758,180Q4 ’24Q1 ’25: $698,573Q2 ’25: $857,816Q2 ’25Q3 ’25: $2MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.6K$3M+1.22%
Q4 202513.6K$3M+1.24%
Q3 20257.9K$2M+0.75%
Q2 20254.1K$857,816+0.40%
Q1 20254.1K$698,573+0.37%
Q4 20244.3K$758,180+0.39%
Q3 20245.1K$777,761+0.42%
Q2 20246.7K$1M+0.72%
Q1 20249.8K$2M+1.20%
Q4 20239.6K$2M+1.81%

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