Compass Wealth Management’s Boeing BA Stock Holding History

Compass 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 Q2	–	Sell	-796	Closed	-$136K	–	174
2025 Q1	$136K	Sell	796 -13	-2%	-$2.25K	0.03%	171
2024 Q4	$143K	Hold	809	–	–	0.03%	168
2024 Q3	$123K	Sell	809 -48	-6%	-$8.23K	0.03%	184
2024 Q2	$156K	Sell	857 -92	-10%	-$16.4K	0.04%	163
2024 Q1	$183K	Sell	949 -235	-20%	-$48.3K	0.05%	163
2023 Q4	$309K	Sell	1,184 -30	-2%	-$6.42K	0.09%	128
2023 Q3	$233K	Hold	1,214	–	–	0.07%	146
2023 Q2	$256K	Hold	1,214	–	–	0.08%	142
2023 Q1	$258K	Hold	1,214	–	–	0.08%	143
2022 Q4	$231K	Buy	+1,214	New	+$199K	0.08%	144

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Compass Wealth Management's BA Position: Q2 2025 in Review

Compass Wealth Management sold out of Boeing (BA) in Q2 2025, closing a stake of 796 shares — an estimated $136K sold.

Compass Wealth Management first reported a position in BA in Q4 2022 and held it in 10 quarters. The position peaked at $309K in Q4 2023. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

Compass Wealth Management reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 796 Boeing shares in Q2 2025, an estimated $136K.
Compass Wealth Management first reported a position in Boeing in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's Boeing position peaked at $309K in Q4 2023.
2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.