CAWM
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Capital A Wealth Management’s Boeing BA Stock Holding History

Capital A Wealth 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 		$5.21K Sell
20
-301
-94% -$56.9K 0.06% 233
2025
Q1 		$54.7K Sell
321
-22
-6% -$3.81K 0.06% 141
2024
Q4 		$60.7K Buy
+343
New +$53.8K 0.1% 142

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

Capital A Wealth Management's BA Position: Q2 2025 in Review

Capital A Wealth Management reduced its Boeing (BA) stake by 94% in Q2 2025, selling an estimated $56.9K and leaving 20 shares worth $5.21K. The position accounts for 0.06% of the portfolio, ranked #233.

Capital A Wealth Management first reported a position in BA in Q4 2024 and has held it in 3 quarters since. The position peaked at $60.7K in Q4 2024. 2,320 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Capital A Wealth Management held 20 shares of Boeing worth $5.21K as of Q2 2025.
  • Capital A Wealth Management sold 301 Boeing shares in Q2 2025, an estimated $56.9K.
  • Boeing made up 0.06% of Capital A Wealth Management's portfolio in Q2 2025, its #233 holding.
  • Capital A Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Boeing position peaked at $60.7K in Q4 2024.
  • 2,320 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.