Congress Wealth Management’s Boeing BA Stock Holding History

Congress 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	$2.85M	Sell	13,581 -10,068	-43%	-$1.9M	0.03%	498
2025 Q1	$4.06M	Buy	23,649 +4,257	+22%	+$737K	0.05%	358
2024 Q4	$3.43M	Sell	19,392 -12,497	-39%	-$1.96M	0.05%	334
2024 Q3	$4.85M	Buy	31,889 +28,682	+894%	+$4.92M	0.06%	300
2024 Q2	$584K	Sell	3,207 -240	-7%	-$42.8K	0.01%	513
2024 Q1	$665K	Sell	3,447 -4,065	-54%	-$835K	0.01%	419
2023 Q4	$1.96M	Buy	7,512 +4,323	+136%	+$925K	0.04%	315
2023 Q3	$611K	Buy	3,189 +264	+9%	+$57.8K	0.01%	430
2023 Q2	$618K	Buy	2,925 +10	+0.3%	+$2.08K	0.01%	394
2023 Q1	$619K	Sell	2,915 -272	-9%	-$56.5K	0.01%	392
2022 Q4	$607K	Sell	3,187 -1,220	-28%	-$200K	0.02%	388
2022 Q3	$534K	Buy	4,407 +18	+0.4%	+$2.76K	0.01%	395
2022 Q2	$601K	Sell	4,389 -83	-2%	-$12.2K	0.02%	384
2022 Q1	$857K	Sell	4,472 -2,537	-36%	-$509K	0.02%	376
2021 Q4	$1.41M	Buy	+7,009	New	+$1.48M	0.03%	337

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Congress Wealth Management reduced its Boeing (BA) stake by 43% in Q2 2025, selling an estimated $1.9M and leaving 13,581 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #498.

Congress Wealth Management first reported a position in BA in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.85M in Q3 2024. 2,321 funds tracked by Wall St. Rank hold BA as of Q2 2025.

Congress Wealth Management held 13,581 shares of Boeing worth $2.85M as of Q2 2025.
Congress Wealth Management sold 10,068 Boeing shares in Q2 2025, an estimated $1.9M.
Boeing made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #498 holding.
Congress Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Boeing position peaked at $4.85M in Q3 2024.
2,321 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

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