Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$386K Buy
2,263
+73
+3% +$12.6K 0.03% 241
2024
Q4
$388K Sell
2,190
-49
-2% -$7.69K 0.03% 219
2024
Q3
$340K Buy
2,239
+22
+1% +$3.77K 0.02% 244
2024
Q2
$404K Sell
2,217
-161
-7% -$28.7K 0.03% 188
2024
Q1
$459K Buy
2,378
+119
+5% +$24.5K 0.04% 149
2023
Q4
$589K Buy
2,259
+124
+6% +$26.5K 0.06% 118
2023
Q3
$409K Buy
2,135
+703
+49% +$154K 0.04% 134
2023
Q2
$302K Buy
1,432
+268
+23% +$55.7K 0.03% 142
2023
Q1
$247K Hold
1,164
0.03% 158
2022
Q4
$222K Buy
+1,164
New +$190K 0.03% 168
2020
Q3
Sell
-2,551
Closed -$468K 81
2020
Q2
$468K Buy
2,551
+24
+0.9% +$3.69K 0.12% 64
2020
Q1
$377K Buy
+2,527
New +$692K 0.12% 58

Other funds holding BA

Callan Capital's BA Position: Q1 2025 in Review

Callan Capital increased its Boeing (BA) stake by 3.3% in Q1 2025, buying an estimated $12.6K and bringing the position to 2,263 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #241.

Callan Capital first reported a position in BA in Q1 2020 and has held it in 12 quarters since. The position peaked at $589K in Q4 2023. 2,124 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Callan Capital held 2,263 shares of Boeing worth $386K as of Q1 2025.
  • Callan Capital bought 73 Boeing shares in Q1 2025, an estimated $12.6K.
  • Boeing made up 0.03% of Callan Capital's portfolio in Q1 2025, its #241 holding.
  • Callan Capital first reported a position in Boeing in Q1 2020 and has held it in 12 quarters since.
  • Callan Capital's Boeing position peaked at $589K in Q4 2023.
  • 2,124 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.