GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

BA holding history

Boeing Co in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overview All 13F holders of BA Full Q2 2026 holdings

Shares (Q2 2026): 340,198
Value: $73.6M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BA by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	340,198	$73.6M	0.2%	+9,645+2.9%	Added	Holders
Q1 2026	330,553	$65.8M	0.2%	+735+0.2%	Added	Holders
Q4 2025	329,818	$71.6M	0.3%	+224,177+212.2%	Added	Holders
Q3 2025	105,641	$20.5M	0.1%	+19,956+23.3%	Added	Holders
Q2 2025	85,685	$18.0M	0.1%	+3,662+4.5%	Added	Holders
Q1 2025	82,023	$14.0M	0.1%	+17,504+27.1%	Added	Holders
Q4 2024	64,519	$11.4M	0.1%	+8,542+15.3%	Added	Holders
Q3 2024	55,977	$8.51M	0.1%	−344−0.6%	Reduced	Holders
Q2 2024	56,321	$10.3M	0.1%	−1,758−3.0%	Reduced	Holders
Q1 2024	58,079	$11.2M	0.1%	+14,150+32.2%	Added	Holders
Q4 2023	43,929	$10.5M	0.1%	−1,743−3.8%	Reduced	Holders
Q3 2023	45,672	$8.75M	0.1%	+2,410+5.6%	Added	Holders
Q2 2023	43,262	$9.14M	0.1%	−5,284−10.9%	Reduced	Holders
Q1 2023	48,546	$10.2M	0.1%	+6,421+15.2%	Added	Holders
Q4 2022	42,125	$4.05M	0.1%	+12,264+41.1%	Added	Holders
Q3 2022	29,861	$3.62M	0.1%	−15,697−34.5%	Reduced	Holders
Q2 2022	45,558	$6.23M	0.1%	−3,855−7.8%	Reduced	Holders
Q1 2022	49,413	$9.46M	0.2%	+17,590+55.3%	Added	Holders
Q4 2021	31,823	$6.41M	0.1%	+8,740+37.9%	Added	Holders
Q3 2021	23,083	$5.08M	0.1%	+5,010+27.7%	Added	Holders
Q2 2021	18,073	$4.33M	0.1%	−4,038−18.3%	Reduced	Holders
Q1 2021	22,111	$5.63M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.