AF
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Apexium Financial’s Boeing BA Stock Holding History

Apexium 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
Q3 		$786K Sell
3,640
-124
-3% -$28K 0.04% 150
2025
Q2 		$789K Buy
3,764
+71
+2% +$13.4K 0.04% 147
2025
Q1 		$630K Buy
3,693
+150
+4% +$26K 0.04% 153
2024
Q4 		$627K Sell
3,543
-50
-1% -$7.85K 0.04% 144
2024
Q3 		$546K Sell
3,593
-10
-0.3% -$1.72K 0.04% 138
2024
Q2 		$656K Buy
3,603
+9
+0.3% +$1.6K 0.05% 116
2024
Q1 		$694K Sell
3,594
-1,083
-23% -$223K 0.05% 117
2023
Q4 		$1.22M Buy
4,677
+1,493
+47% +$319K 0.09% 102
2023
Q3 		$610K Sell
3,184
-50
-2% -$10.9K 0.06% 119
2023
Q2 		$683K Sell
3,234
-68
-2% -$14.1K 0.06% 114
2023
Q1 		$701K Hold
3,302
– – 0.07% 109
2022
Q4 		$629K Buy
3,302
+600
+22% +$98.1K 0.07% 114
2022
Q3 		$327K Buy
2,702
+195
+8% +$29.9K 0.04% 148
2022
Q2 		$343K Hold
2,507
– – 0.2% 72
2022
Q1 		$488K Hold
2,507
– – 0.26% 53
2021
Q4 		$505K Sell
2,507
-100
-4% -$21.1K 0.26% 54
2021
Q3 		$573K Hold
2,607
– – 0.33% 45
2021
Q2 		$625K Hold
2,607
– – 0.39% 38
2021
Q1 		$664K Hold
2,607
– – 0.49% 36
2020
Q4 		$558K Sell
2,607
-250
-9% -$48.1K 0.44% 39
2020
Q3 		$472K Buy
2,857
+14
+0.5% +$2.39K 0.38% 41
2020
Q2 		$521K Sell
2,843
-50
-2% -$7.69K 0.47% 37
2020
Q1 		$431K Sell
2,893
-265
-8% -$72.5K 0.57% 33
2019
Q4 		$1.03M Buy
+3,158
New +$1.12M 1.33% 19

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

Apexium Financial's BA Position: Q3 2025 in Review

Apexium Financial reduced its Boeing (BA) stake by 3.3% in Q3 2025, selling an estimated $28K and leaving 3,640 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #150.

Apexium Financial first reported a position in BA in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.22M in Q4 2023. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Apexium Financial held 3,640 shares of Boeing worth $786K as of Q3 2025.
  • Apexium Financial sold 124 Boeing shares in Q3 2025, an estimated $28K.
  • Boeing made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #150 holding.
  • Apexium Financial first reported a position in Boeing in Q4 2019 and has held it in 24 quarters since.
  • Apexium Financial's Boeing position peaked at $1.22M in Q4 2023.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.