626 Financial’s Boeing BA Stock Holding History

626 Financial’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 Q1	–	Sell	-1,330	Closed	-$235K	–	108
2024 Q4	$235K	Sell	1,330 -606	-31%	-$95.1K	0.13%	96
2024 Q3	$294K	Hold	1,936	–	–	0.16%	89
2024 Q2	$352K	Sell	1,936 -132	-6%	-$23.5K	0.2%	79
2024 Q1	$399K	Sell	2,068 -457	-18%	-$93.9K	0.24%	71
2023 Q4	$658K	Sell	2,525 -3,832	-60%	-$820K	0.44%	46
2023 Q3	$1.22M	Sell	6,357 -69	-1%	-$15.1K	0.82%	25
2023 Q2	$1.36M	Sell	6,426 -1,223	-16%	-$254K	0.87%	23
2023 Q1	$1.62M	Buy	7,649 +589	+8%	+$122K	1.08%	19
2022 Q4	$1.34M	Buy	7,060 +976	+16%	+$160K	0.94%	27
2022 Q3	$737K	Sell	6,084 -4	-0.1%	-$613	0.6%	41
2022 Q2	$829K	Buy	6,088 +247	+4%	+$36.4K	0.63%	35
2022 Q1	$1.12M	Buy	5,841 +415	+8%	+$83.3K	0.72%	29
2021 Q4	$1.09M	Buy	+5,426	New	+$1.15M	0.67%	28
2021 Q1	$1.12M	Buy	+5,841	New	+$1.3M	0.72%	29

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

626 Financial's BA Position: Q1 2025 in Review

626 Financial sold out of Boeing (BA) in Q1 2025, closing a stake of 1,330 shares — an estimated $235K sold.

626 Financial first reported a position in BA in Q1 2021 and held it in 14 quarters. The position peaked at $1.62M in Q1 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

626 Financial reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
626 Financial sold 1,330 Boeing shares in Q1 2025, an estimated $235K.
626 Financial first reported a position in Boeing in Q1 2021 and held it in 14 quarters.
626 Financial's Boeing position peaked at $1.62M in Q1 2023.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on 626 Financial's 13F filing for Q1 2025, filed 11 Apr 2025.