CGPCS
BA icon

Capital Group Private Client Services’s Boeing BA Stock Holding History

Capital Group Private Client Services’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
-1,235
Closed -$219K – 276
2024
Q4 		$219K Sell
1,235
-1,041
-46% -$163K ﹤0.01% 271
2024
Q3 		$346K Sell
2,276
-146,215
-98% -$25.1M ﹤0.01% 252
2024
Q2 		$27M Buy
148,491
+8,912
+6% +$1.59M 0.27% 97
2024
Q1 		$26.9M Buy
+139,579
New +$28.7M 0.27% 98

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Group Private Client Services's BA Position: Q1 2025 in Review

Capital Group Private Client Services sold out of Boeing (BA) in Q1 2025, closing a stake of 1,235 shares — an estimated $219K sold.

Capital Group Private Client Services first reported a position in BA in Q1 2024 and held it in 4 quarters. The position peaked at $27M in Q2 2024. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Capital Group Private Client Services reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
  • Capital Group Private Client Services sold 1,235 Boeing shares in Q1 2025, an estimated $219K.
  • Capital Group Private Client Services first reported a position in Boeing in Q1 2024 and held it in 4 quarters.
  • Capital Group Private Client Services's Boeing position peaked at $27M in Q2 2024.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Capital Group Private Client Services's 13F filing for Q1 2025, filed 12 May 2025.