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Capstone Wealth Management Group (Oregon)’s Boeing BA Stock Holding History

Capstone Wealth Management Group (Oregon)’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
-1,451
Closed -$247K – 107
2025
Q1 		$247K Buy
1,451
+221
+18% +$38.3K 0.2% 80
2024
Q4 		$218K Buy
+1,230
New +$193K 0.17% 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
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

Capstone Wealth Management Group (Oregon)'s BA Position: Q2 2025 in Review

Capstone Wealth Management Group (Oregon) sold out of Boeing (BA) in Q2 2025, closing a stake of 1,451 shares — an estimated $247K sold.

Capstone Wealth Management Group (Oregon) first reported a position in BA in Q4 2024 and held it in 2 quarters. The position peaked at $247K in Q1 2025. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Capstone Wealth Management Group (Oregon) reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 1,451 Boeing shares in Q2 2025, an estimated $247K.
  • Capstone Wealth Management Group (Oregon) first reported a position in Boeing in Q4 2024 and held it in 2 quarters.
  • Capstone Wealth Management Group (Oregon)'s Boeing position peaked at $247K in Q1 2025.
  • 2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2025, filed 15 Jul 2025.