Cerro Pacific Wealth Advisors’s Boeing BA Stock Holding History

Cerro Pacific Wealth Advisors’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 Q4	–	Sell	-1,173	Closed	-$253K	–	154
2025 Q3	$253K	Sell	1,173 -315	-21%	-$71K	0.07%	143
2025 Q2	$312K	Buy	1,488 +91	+7%	+$17.2K	0.09%	130
2025 Q1	$247K	Sell	1,397 -332	-19%	-$57.5K	0.08%	140
2024 Q4	$263K	Buy	1,729 +17	+1%	+$2.67K	0.09%	136
2024 Q3	$312K	Hold	1,712	–	–	0.12%	125
2024 Q2	$312K	Buy	+1,712	New	+$305K	0.12%	126
2022 Q2	–	Sell	-1,075	Closed	-$206K	–	139
2022 Q1	$206K	Sell	1,075 -393	-27%	-$78.9K	0.13%	115
2021 Q4	$296K	Hold	1,468	–	–	0.19%	108
2021 Q3	$323K	Buy	1,468 +225	+18%	+$50.2K	0.23%	107
2021 Q2	$298K	Buy	+1,243	New	+$301K	0.22%	104
2020 Q4	$408K	Buy	+1,906	New	+$366K	0.24%	81

Other funds holding BA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerro Pacific Wealth Advisors's BA Position: Q4 2025 in Review

Cerro Pacific Wealth Advisors sold out of Boeing (BA) in Q4 2025, closing a stake of 1,173 shares — an estimated $253K sold.

Cerro Pacific Wealth Advisors first reported a position in BA in Q4 2020 and held it in 11 quarters. The position peaked at $408K in Q4 2020. 2,544 funds tracked by Wall St. Rank hold BA as of Q4 2025.

Cerro Pacific Wealth Advisors reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 1,173 Boeing shares in Q4 2025, an estimated $253K.
Cerro Pacific Wealth Advisors first reported a position in Boeing in Q4 2020 and held it in 11 quarters.
Cerro Pacific Wealth Advisors's Boeing position peaked at $408K in Q4 2020.
2,544 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.