Bourgeon Capital Management’s Boeing BA Stock Holding History

Bourgeon Capital 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 Q1	–	Sell	-2,390	Closed	-$423K	–	109
2024 Q4	$423K	Buy	+2,390	New	+$375K	0.08%	97
2024 Q2	–	Sell	-1,253	Closed	-$242K	–	112
2024 Q1	$242K	Buy	+1,253	New	+$257K	0.05%	102
2023 Q4	–	Sell	-3,585	Closed	-$687K	–	403
2023 Q3	$687K	Buy	3,585 +1,000	+39%	+$219K	0.16%	67
2023 Q2	$546K	Hold	2,585	–	–	0.13%	72
2023 Q1	$549K	Hold	2,585	–	–	0.13%	68
2022 Q4	$492K	Buy	+2,585	New	+$423K	0.12%	73
2020 Q2	–	Sell	-69	Closed	-$10K	–	254
2020 Q1	$10K	Buy	+69	New	+$18.9K	0.01%	180
2019 Q1	–	Sell	-865	Closed	-$279K	–	73
2018 Q4	$279K	Buy	+865	New	+$299K	0.18%	53

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

Bourgeon Capital Management's BA Position: Q1 2025 in Review

Bourgeon Capital Management sold out of Boeing (BA) in Q1 2025, closing a stake of 2,390 shares — an estimated $423K sold.

Bourgeon Capital Management first reported a position in BA in Q4 2018 and held it in 8 quarters. The position peaked at $687K in Q3 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

Bourgeon Capital Management reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
Bourgeon Capital Management sold 2,390 Boeing shares in Q1 2025, an estimated $423K.
Bourgeon Capital Management first reported a position in Boeing in Q4 2018 and held it in 8 quarters.
Bourgeon Capital Management's Boeing position peaked at $687K in Q3 2023.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Bourgeon Capital Management's 13F filing for Q1 2025, filed 9 Apr 2025.