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Caldwell Investment Management’s Boeing BA Stock Holding History

Caldwell Investment 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
Q2 		– Sell
-3,000
Closed -$517K – 22
2025
Q1 		$517K Buy
+3,000
New +$519K 0.38% 30

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

Caldwell Investment Management's BA Position: Q2 2025 in Review

Caldwell Investment Management sold out of Boeing (BA) in Q2 2025, closing a stake of 3,000 shares — an estimated $517K sold.

Caldwell Investment Management first reported a position in BA in Q1 2025 and held it in 1 quarter. The position peaked at $517K in Q1 2025. 2,320 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Caldwell Investment Management reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
  • Caldwell Investment Management sold 3,000 Boeing shares in Q2 2025, an estimated $517K.
  • Caldwell Investment Management first reported a position in Boeing in Q1 2025 and held it in 1 quarter.
  • Caldwell Investment Management's Boeing position peaked at $517K in Q1 2025.
  • 2,320 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Caldwell Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.