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Abich Financial Wealth Management’s Boeing BA Stock Holding History

Abich Financial 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 		$226K Buy
+1,047
New +$236K 0.08% 114
2024
Q3 		– Sell
-1,059
Closed -$193K – 423
2024
Q2 		$193K Hold
1,059
– – 0.13% 43
2024
Q1 		$204K Buy
1,059
+12
+1% +$2.47K 0.16% 26
2023
Q4 		$273K Buy
+1,047
New +$224K 0.26% 16

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Abich Financial Wealth Management's BA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Boeing (BA) in Q3 2025: 1,047 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #114 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in BA as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in BA in Q4 2023 and has held it in 4 quarters since. The position peaked at $273K in Q4 2023. 2,378 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Abich Financial Wealth Management held 1,047 shares of Boeing worth $226K as of Q3 2025.
  • Boeing was a new Abich Financial Wealth Management position in Q3 2025.
  • Boeing made up 0.08% of Abich Financial Wealth Management's portfolio in Q3 2025, its #114 holding.
  • Abich Financial Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Boeing position peaked at $273K in Q4 2023.
  • 2,378 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.