Bellwether Advisors’s Boeing BA Stock Holding History

Bellwether Advisors’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	-25	Closed	-$5.24K	–	169
2025 Q2	$5.24K	Sell	25 -75	-75%	-$14.2K	﹤0.01%	416
2025 Q1	$17.1K	Hold	100	–	–	﹤0.01%	287
2024 Q4	$17.7K	Buy	+100	New	+$15.7K	﹤0.01%	297
2023 Q2	–	Sell	-6	Closed	-$1.27K	–	117
2023 Q1	$1.27K	Hold	6	–	–	﹤0.01%	361
2022 Q4	$1.14K	Hold	6	–	–	﹤0.01%	375
2022 Q3	$0	Hold	6	–	–	﹤0.01%	464
2022 Q2	$0	Sell	6 -69	-92%	-$10.2K	﹤0.01%	405
2022 Q1	$14K	Hold	75	–	–	﹤0.01%	284
2021 Q4	$15K	Buy	75 +71	+1,775%	+$15K	﹤0.01%	296
2021 Q3	$0	Hold	4	–	–	﹤0.01%	544
2021 Q2	$0	Hold	4	–	–	﹤0.01%	426
2021 Q1	$1K	Buy	4 +2	+100%	+$445	﹤0.01%	363
2020 Q4	$0	Buy	+2	New	+$384	﹤0.01%	321

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

Bellwether Advisors's BA Position: Q3 2025 in Review

Bellwether Advisors sold out of Boeing (BA) in Q3 2025, closing a stake of 25 shares — an estimated $5.24K sold.

Bellwether Advisors first reported a position in BA in Q4 2020 and held it in 13 quarters. The position peaked at $17.7K in Q4 2024. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

Bellwether Advisors reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 25 Boeing shares in Q3 2025, an estimated $5.24K.
Bellwether Advisors first reported a position in Boeing in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Boeing position peaked at $17.7K in Q4 2024.
2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.