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Briaud Financial Planning’s Boeing BA Stock Holding History

Briaud Financial Planning’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
Q2 		– Sell
-5
Closed – – 344
2025
Q1 		$0 Hold
5
– – ﹤0.01% 196
2024
Q4 		$0 Buy
+5
New +$785 ﹤0.01% 190
2020
Q1 		– Sell
-415
Closed -$135K – 17
2019
Q4 		$135K Buy
+415
New +$147K 0.14% 22

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Briaud Financial Planning's BA Position: Q2 2025 in Review

Briaud Financial Planning sold out of Boeing (BA) in Q2 2025, closing a stake of 5 shares.

Briaud Financial Planning first reported a position in BA in Q4 2019 and held it in 3 quarters. The position peaked at $135K in Q4 2019. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Briaud Financial Planning reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 5 Boeing shares in Q2 2025.
  • Briaud Financial Planning first reported a position in Boeing in Q4 2019 and held it in 3 quarters.
  • Briaud Financial Planning's Boeing position peaked at $135K in Q4 2019.
  • 2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Briaud Financial Planning's 13F filing for Q2 2025, filed 31 Jul 2025.