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Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

BA holding history

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

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
2,844
Value
$615.6K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of BA by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,844$615.6K0.3%−100−3.4%ReducedHolders
Q1 20262,944$586.0K0.4%−187−6.0%ReducedHolders
Q4 20253,131$679.8K0.4%−560−15.2%ReducedHolders
Q3 20253,691$796.6K0.5%−1,242−25.2%ReducedHolders
Q2 20254,933$1.03M0.7%−960−16.3%ReducedHolders
Q1 20255,893$1.01M0.8%−550−8.5%ReducedHolders
Q4 20246,443$1.14M0.9%−544−7.8%ReducedHolders
Q3 20246,987$1.06M0.8%−6,878−49.6%ReducedHolders
Q2 202413,865$2.52M2.0%−462−3.2%ReducedHolders
Q1 202414,327$2.77M2.2%−591−4.0%ReducedHolders
Q4 202314,918$3.89M3.7%+3,952+36.0%AddedHolders
Q3 202310,966$2.10M2.5%−216−1.9%ReducedHolders
Q2 202311,182$2.36M2.6%−78−0.7%ReducedHolders
Q1 202311,260$2.39M2.9%+4,990+79.6%AddedHolders
Q4 20226,270$1.19M1.8%+190+3.1%AddedHolders
Q3 20226,080$726.0K1.3%−25−0.4%ReducedHolders
Q2 20226,105$832.0K1.2%−22,449−78.6%ReducedHolders
Q1 202228,554$5.49M5.1%+6,613+30.1%AddedHolders
Q4 202121,941$4.92M4.0%–No prior filingHolders