Clifford Swan Investment Counsel’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.89M | Sell |
39,665
-190
| -0.5% | -$43.3K | 0.27% | 96 |
|
|
2025
Q4 | $8.65M | Sell |
39,855
-761
| -2% | -$157K | 0.29% | 89 |
|
|
2025
Q3 | $8.77M | Sell |
40,616
-4,257
| -9% | -$960K | 0.29% | 87 |
|
|
2025
Q2 | $9.4M | Sell |
44,873
-3,079
| -6% | -$582K | 0.33% | 81 |
|
|
2025
Q1 | $8.18M | Buy |
47,952
+1,443
| +3% | +$250K | 0.3% | 85 |
|
|
2024
Q4 | $8.23M | Sell |
46,509
-1,396
| -3% | -$219K | 0.3% | 85 |
|
|
2024
Q3 | $7.28M | Sell |
47,905
-263
| -0.5% | -$45.1K | 0.26% | 93 |
|
|
2024
Q2 | $8.77M | Sell |
48,168
-407
| -0.8% | -$72.5K | 0.33% | 79 |
|
|
2024
Q1 | $9.37M | Sell |
48,575
-4,435
| -8% | -$911K | 0.35% | 79 |
|
|
2023
Q4 | $13.8M | Sell |
53,010
-2,341
| -4% | -$501K | 0.54% | 59 |
|
|
2023
Q3 | $10.6M | Sell |
55,351
-1,079
| -2% | -$236K | 0.45% | 69 |
|
|
2023
Q2 | $11.9M | Sell |
56,430
-644
| -1% | -$134K | 0.48% | 63 |
|
|
2023
Q1 | $12.1M | Sell |
57,074
-2,306
| -4% | -$479K | 0.51% | 62 |
|
|
2022
Q4 | $11.3M | Sell |
59,380
-3,047
| -5% | -$498K | 0.49% | 67 |
|
|
2022
Q3 | $7.56M | Sell |
62,427
-1,819
| -3% | -$279K | 0.35% | 77 |
|
|
2022
Q2 | $8.78M | Sell |
64,246
-784
| -1% | -$116K | 0.38% | 80 |
|
|
2022
Q1 | $12.5M | Sell |
65,030
-7,474
| -10% | -$1.5M | 0.46% | 63 |
|
|
2021
Q4 | $14.6M | Sell |
72,504
-400
| -0.5% | -$84.5K | 0.51% | 57 |
|
|
2021
Q3 | $15.6M | Sell |
72,904
-2,666
| -4% | -$595K | 0.57% | 48 |
|
|
2021
Q2 | $17.1M | Sell |
75,570
-5,188
| -6% | -$1.25M | 0.65% | 46 |
|
|
2021
Q1 | $20.6M | Sell |
80,758
-2,515
| -3% | -$559K | 0.85% | 37 |
|
|
2020
Q4 | $17.8M | Sell |
83,273
-3,123
| -4% | -$600K | 0.78% | 41 |
|
|
2020
Q3 | $14.3M | Sell |
86,396
-1,413
| -2% | -$241K | 0.68% | 42 |
|
|
2020
Q2 | $16.1M | Sell |
87,809
-11,088
| -11% | -$1.7M | 0.83% | 39 |
|
|
2020
Q1 | $14.7M | Buy |
98,897
+19,294
| +24% | +$5.28M | 0.9% | 37 |
|
|
2019
Q4 | $25.9M | Sell |
79,603
-62
| -0.1% | -$21.9K | 1.25% | 21 |
|
|
2019
Q3 | $30.3M | Buy |
79,665
+458
| +0.6% | +$164K | 1.57% | 13 |
|
|
2019
Q2 | $28.8M | Sell |
79,207
-402
| -0.5% | -$147K | 1.52% | 14 |
|
|
2019
Q1 | $30.4M | Sell |
79,609
-6,892
| -8% | -$2.65M | 1.63% | 13 |
|
|
2018
Q4 | $27.9M | Sell |
86,501
-253
| -0.3% | -$87.4K | 1.69% | 11 |
|
|
2018
Q3 | $32.3M | Sell |
86,754
-1,098
| -1% | -$386K | 1.68% | 11 |
|
|
2018
Q2 | $29.5M | Sell |
87,852
-1,671
| -2% | -$575K | 1.65% | 12 |
|
|
2018
Q1 | $29.4M | Sell |
89,523
-1,783
| -2% | -$602K | 1.66% | 11 |
|
|
2017
Q4 | $26.9M | Sell |
91,306
-4,397
| -5% | -$1.19M | 1.47% | 14 |
|
|
2017
Q3 | $24.3M | Sell |
95,703
-5,331
| -5% | -$1.24M | 1.47% | 14 |
|
|
2017
Q2 | $20M | Sell |
101,034
-5,291
| -5% | -$985K | 1.25% | 21 |
|
|
2017
Q1 | $18.8M | Sell |
106,325
-11,291
| -10% | -$1.92M | 1.2% | 25 |
|
|
2016
Q4 | $18.3M | Sell |
117,616
-4,185
| -3% | -$611K | 1.23% | 24 |
|
|
2016
Q3 | $16M | Sell |
121,801
-3,564
| -3% | -$469K | 1.08% | 29 |
|
|
2016
Q2 | $16.3M | Sell |
125,365
-35,873
| -22% | -$4.68M | 1.13% | 27 |
|
|
2016
Q1 | $20.5M | Buy |
161,238
+80,529
| +100% | +$9.99M | 1.39% | 20 |
|
|
2015
Q4 | $11.7M | Sell |
80,709
-4,367
| -5% | -$629K | 0.8% | 43 |
|
|
2015
Q3 | $11.1M | Buy |
85,076
+13,053
| +18% | +$1.81M | 0.8% | 45 |
|
|
2015
Q2 | $9.99M | Buy |
72,023
+1,665
| +2% | +$243K | 0.67% | 51 |
|
|
2015
Q1 | $10.6M | Buy |
70,358
+10,013
| +17% | +$1.46M | 0.7% | 48 |
|
|
2014
Q4 | $7.84M | Buy |
60,345
+2,056
| +4% | +$261K | 0.52% | 60 |
|
|
2014
Q3 | $7.42M | Buy |
58,289
+4,991
| +9% | +$629K | 0.51% | 57 |
|
|
2014
Q2 | $6.78M | Buy |
53,298
+4,126
| +8% | +$539K | 0.46% | 61 |
|
|
2014
Q1 | $6.17M | Buy |
49,172
+14,026
| +40% | +$1.83M | 0.43% | 67 |
|
|
2013
Q4 | $4.8M | Sell |
35,146
-2,820
| -7% | -$367K | 0.35% | 74 |
|
|
2013
Q3 | $4.46M | Sell |
37,966
-985
| -3% | -$106K | 0.36% | 73 |
|
|
2013
Q2 | $3.99M | Buy |
+38,951
| New | +$3.7M | 0.33% | 77 |
|
Other funds holding BA
VCM
VPM
Clifford Swan Investment Counsel's BA Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its Boeing (BA) stake by 0.48% in Q1 2026, selling an estimated $43.3K and leaving 39,665 shares worth $7.89M. The position accounts for 0.27% of the portfolio, ranked #96.
Clifford Swan Investment Counsel first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.3M in Q3 2018. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- Clifford Swan Investment Counsel held 39,665 shares of Boeing worth $7.89M as of Q1 2026.
- Clifford Swan Investment Counsel sold 190 Boeing shares in Q1 2026, an estimated $43.3K.
- Boeing made up 0.27% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #96 holding.
- Clifford Swan Investment Counsel first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
- Clifford Swan Investment Counsel's Boeing position peaked at $32.3M in Q3 2018.
- 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.