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Boeing Company shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of Boeing Company (BA) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in Boeing Company

Tip: Access up to 7 years of quarterly data

All positions including Boeing Company held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boeing Company by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 4.9k 216.47

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Boeing Company

BlackRock
FMR
Vanguard Capital Management
State Street Corporation
Newport Trust
Capital World Investors
Susquehanna International
Geode Capital Management
Loomis, Sayles and
Vanguard Portfolio Management
Pentwater Capital Management
Bank of America Corporation
Morgan Stanley
Jennison Associates
Citadel Advisors

View all funds holding Boeing Company