CarsonAllaria Wealth Management’s Boeing BA Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-316	Closed	-$66.3K	–	95
2025 Q2	$66.3K	Hold	316	–	–	0.04%	123
2025 Q1	$54K	Sell	316 -576	-65%	-$99.7K	0.03%	126
2024 Q4	$158K	Buy	892 +569	+176%	+$89.3K	0.09%	75
2024 Q3	$49.2K	Hold	323	–	–	0.03%	127
2024 Q2	$58.9K	Sell	323 -25	-7%	-$4.46K	0.04%	121
2024 Q1	$67.3K	Buy	348 +25	+8%	+$5.14K	0.04%	123
2023 Q4	$84.3K	Hold	323	–	–	0.06%	96
2023 Q3	$62K	Sell	323 -26	-7%	-$5.69K	0.05%	105
2023 Q2	$73.8K	Buy	349 +28	+9%	+$5.82K	0.06%	96
2023 Q1	$68.3K	Sell	321 -50	-13%	-$10.4K	0.06%	101
2022 Q4	$71K	Buy	371 +105	+39%	+$17.2K	0.06%	97
2022 Q3	$32K	Buy	266 +125	+89%	+$19.2K	0.03%	121
2022 Q2	$19K	Sell	141 -1	-0.7%	-$148	0.02%	147
2022 Q1	$27K	Buy	142 +1	+0.7%	+$201	0.02%	144
2021 Q4	$28K	Buy	+141	New	+$29.8K	0.02%	153

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CarsonAllaria Wealth Management's BA Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Boeing (BA) in Q3 2025, closing a stake of 316 shares — an estimated $66.3K sold.

CarsonAllaria Wealth Management first reported a position in BA in Q4 2021 and held it in 15 quarters. The position peaked at $158K in Q4 2024. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 316 Boeing shares in Q3 2025, an estimated $66.3K.
CarsonAllaria Wealth Management first reported a position in Boeing in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Boeing position peaked at $158K in Q4 2024.
2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.