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Atticus Wealth Management’s Boeing BA Stock Holding History

Atticus 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 		– Sell
-313
Closed -$65.6K – 236
2025
Q2 		$65.6K Hold
313
– – 0.02% 285
2025
Q1 		$53.4K Sell
313
-100
-24% -$17.3K 0.02% 228
2024
Q4 		$73.1K Hold
413
– – 0.02% 199
2024
Q3 		$62.8K Hold
413
– – 0.02% 224
2024
Q2 		$75.2K Sell
413
-1
-0.2% -$178 0.02% 191
2024
Q1 		$79.9K Buy
414
+94
+29% +$19.3K 0.03% 193
2023
Q4 		$83.4K Buy
320
+100
+45% +$21.4K 0.03% 189
2023
Q3 		$42.2K Hold
220
– – 0.02% 266
2023
Q2 		$46.5K Hold
220
– – 0.02% 266
2023
Q1 		$46.7K Sell
220
-9
-4% -$1.87K 0.02% 259
2022
Q4 		$43.6K Sell
229
-2
-0.9% -$327 0.02% 266
2022
Q3 		$32K Hold
231
– – 0.02% 277
2022
Q2 		$32K Sell
231
-235
-50% -$34.7K 0.01% 300
2022
Q1 		$89K Buy
466
+35
+8% +$7.03K 0.03% 207
2021
Q4 		$87K Sell
431
-16
-4% -$3.38K 0.03% 181
2021
Q3 		$98K Sell
447
-404
-47% -$90.1K 0.04% 170
2021
Q2 		$204K Hold
851
– – 0.09% 111
2021
Q1 		$217K Buy
851
+80
+10% +$17.8K 0.1% 97
2020
Q4 		$165K Buy
771
+239
+45% +$45.9K 0.08% 116
2020
Q3 		$88K Buy
532
+186
+54% +$31.7K 0.05% 145
2020
Q2 		$63K Buy
346
+316
+1,053% +$48.6K 0.04% 160
2020
Q1 		$4K Buy
+30
New +$8.21K ﹤0.01% 259

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

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

Atticus Wealth Management sold out of Boeing (BA) in Q3 2025, closing a stake of 313 shares — an estimated $65.6K sold.

Atticus Wealth Management first reported a position in BA in Q1 2020 and held it in 22 quarters. The position peaked at $217K in Q1 2021. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Atticus Wealth Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 313 Boeing shares in Q3 2025, an estimated $65.6K.
  • Atticus Wealth Management first reported a position in Boeing in Q1 2020 and held it in 22 quarters.
  • Atticus Wealth Management's Boeing position peaked at $217K in Q1 2021.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.