1858 Wealth Management’s Boeing BA Stock Holding History

1858 Wealth Management’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.48M	Buy	6,839 +523	+8%	+$118K	1.04%	31
2025 Q2	$1.32M	Buy	+6,316	New	+$1.19M	0.98%	29
2024 Q4	–	Sell	-3,425	Closed	-$521K	–	123
2024 Q3	$521K	Hold	3,425	–	–	0.43%	61
2024 Q2	$623K	Buy	3,425 +2,200	+180%	+$392K	0.52%	57
2024 Q1	$319K	Hold	1,225	–	–	0.3%	81
2023 Q4	$319K	Buy	+1,225	New	+$262K	0.3%	81

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1858 Wealth Management's BA Position: Q3 2025 in Review

1858 Wealth Management increased its Boeing (BA) stake by 8.3% in Q3 2025, buying an estimated $118K and bringing the position to 6,839 shares worth $1.48M. The position accounts for 1.04% of the portfolio, ranked #31.

1858 Wealth Management first reported a position in BA in Q4 2023 and has held it in 6 quarters since. 2,378 funds tracked by Wall St. Rank hold BA as of Q3 2025.

1858 Wealth Management held 6,839 shares of Boeing worth $1.48M as of Q3 2025.
1858 Wealth Management bought 523 Boeing shares in Q3 2025, an estimated $118K.
Boeing made up 1.04% of 1858 Wealth Management's portfolio in Q3 2025, its #31 holding.
1858 Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 6 quarters since.
2,378 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.