Chickasaw Capital Management’s Boeing BA Stock Holding History

Chickasaw Capital 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
2026 Q2	$452K	Buy	2,087 +35	+2%	+$7.79K	0.02%	70
2026 Q1	$408K	Hold	2,052	–	–	0.01%	77
2025 Q4	$446K	Sell	2,052 -330	-14%	-$67.9K	0.02%	72
2025 Q3	$514K	Sell	2,382 -55	-2%	-$12.4K	0.02%	69
2025 Q2	$511K	Buy	2,437 +22	+0.9%	+$4.16K	0.02%	68
2025 Q1	$412K	Sell	2,415 -40	-2%	-$6.92K	0.02%	71
2024 Q4	$435K	Sell	2,455 -90	-4%	-$14.1K	0.02%	68
2024 Q3	$387K	Hold	2,545	–	–	0.02%	69
2024 Q2	$463K	Hold	2,545	–	–	0.02%	64
2024 Q1	$491K	Buy	2,545 +800	+46%	+$164K	0.02%	65
2023 Q4	$455K	Sell	1,745 -435	-20%	-$93K	0.02%	67
2023 Q3	$418K	Hold	2,180	–	–	0.02%	65
2023 Q2	$460K	Hold	2,180	–	–	0.03%	63
2023 Q1	$463K	Hold	2,180	–	–	0.02%	64
2022 Q4	$415K	Hold	2,180	–	–	0.02%	67
2022 Q3	$264K	Hold	2,180	–	–	0.01%	73
2022 Q2	$298K	Hold	2,180	–	–	0.02%	70
2022 Q1	$417K	Sell	2,180 -10	-0.5%	-$2.01K	0.02%	68
2021 Q4	$441K	Sell	2,190 -300	-12%	-$63.4K	0.02%	72
2021 Q3	$548K	Hold	2,490	–	–	0.03%	61
2021 Q2	$597K	Buy	2,490 +40	+2%	+$9.67K	0.03%	60
2021 Q1	$624K	Hold	2,450	–	–	0.03%	57
2020 Q4	$524K	Buy	2,450 +25	+1%	+$4.81K	0.03%	60
2020 Q3	$401K	Sell	2,425 -75	-3%	-$12.8K	0.03%	59
2020 Q2	$458K	Sell	2,500 -940	-27%	-$144K	0.02%	57
2020 Q1	$513K	Sell	3,440 -200	-5%	-$54.7K	0.04%	58
2019 Q4	$1.19M	Hold	3,640	–	–	0.03%	50
2019 Q3	$1.39M	Buy	3,640 +150	+4%	+$53.6K	0.04%	48
2019 Q2	$1.27M	Hold	3,490	–	–	0.03%	47
2019 Q1	$1.33M	Hold	3,490	–	–	0.03%	46
2018 Q4	$1.13M	Hold	3,490	–	–	0.03%	52
2018 Q3	$1.3M	Buy	3,490 +40	+1%	+$14.1K	0.03%	57
2018 Q2	$1.16M	Sell	3,450 -420	-11%	-$144K	0.02%	64
2018 Q1	$1.27M	Hold	3,870	–	–	0.03%	61
2017 Q4	$1.14M	Sell	3,870 -175	-4%	-$47.4K	0.02%	66
2017 Q3	$1.03M	Hold	4,045	–	–	0.02%	64
2017 Q2	$800K	Hold	4,045	–	–	0.02%	69
2017 Q1	$715K	Buy	+4,045	New	+$689K	0.01%	68
2016 Q1	–	Sell	-31,245	Closed	-$4.52M	–	98
2015 Q4	$4.52M	Sell	31,245 -85	-0.3%	-$12.2K	0.15%	35
2015 Q3	$4.1M	Sell	31,330 -1,060	-3%	-$147K	0.16%	33
2015 Q2	$4.49M	Sell	32,390 -50	-0.2%	-$7.29K	0.13%	34
2015 Q1	$4.87M	Sell	32,440 -260	-0.8%	-$37.9K	0.15%	34
2014 Q4	$4.25M	Buy	32,700 +1,640	+5%	+$208K	0.15%	39
2014 Q3	$3.96M	Sell	31,060 -25	-0.1%	-$3.15K	0.13%	38
2014 Q2	$3.96M	Sell	31,085 -390	-1%	-$50.9K	0.14%	35
2014 Q1	$3.95M	Sell	31,475 -2,060	-6%	-$268K	0.19%	35
2013 Q4	$4.58M	Sell	33,535 -600	-2%	-$78K	0.25%	33
2013 Q3	$4.01M	Sell	34,135 -1,190	-3%	-$128K	0.27%	35
2013 Q2	$3.62M	Buy	+35,325	New	+$3.36M	0.27%	34

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ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return