Old North State Wealth Management Boosts Boeing Stake

Investment firm increases holdings in aircraft manufacturer by over 20%

Apr. 13, 2026 at 10:51am

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Old North State Wealth Management LLC, a financial advisory firm, grew its holdings in shares of The Boeing Company (NYSE:BA) by 21.2% during the fourth quarter, according to a recent SEC filing. The firm now owns 27,486 shares of the aircraft producer's stock, making Boeing its 7th largest holding.

Why it matters

This investment increase by Old North State Wealth Management reflects ongoing confidence in Boeing's long-term prospects, despite recent challenges facing the aerospace industry. The firm's sizable stake in Boeing suggests it sees value in the company's recovery efforts and new product development.

The details

According to the 13F filing, Old North State Wealth Management purchased an additional 4,810 shares of Boeing stock during the fourth quarter. This brings the firm's total holdings in Boeing to 27,486 shares, valued at approximately $5.97 million as of the most recent reporting period. Boeing makes up around 2.8% of Old North State Wealth Management's overall investment portfolio.

  • Old North State Wealth Management filed its 13F report for the fourth quarter of 2025 on April 13, 2026.

The players

Old North State Wealth Management LLC

A financial advisory firm that manages investments for individual and institutional clients.

The Boeing Company

A major American aerospace and defense corporation that designs, manufactures, and services commercial airplanes, defense systems, and space and security technologies.

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The takeaway

This investment increase by Old North State Wealth Management underscores the firm's confidence in Boeing's long-term recovery and growth potential, despite the recent challenges facing the aerospace industry. The sizable stake in Boeing suggests the firm sees value in the company's efforts to develop new products and regain its footing in the market.