Custom Index Systems’s Boeing BA Stock Holding History

Custom Index Systems’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 Q1	–	Sell	-941	Closed	-$204K	–	262
2025 Q4	$204K	Sell	941 -580	-38%	-$119K	0.09%	233
2025 Q3	$328K	Buy	+1,521	New	+$343K	0.1%	208

Other funds holding BA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Custom Index Systems's BA Position: Q1 2026 in Review

Custom Index Systems sold out of Boeing (BA) in Q1 2026, closing a stake of 941 shares — an estimated $204K sold.

Custom Index Systems first reported a position in BA in Q3 2025 and held it in 2 quarters. The position peaked at $328K in Q3 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Custom Index Systems reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Custom Index Systems sold 941 Boeing shares in Q1 2026, an estimated $204K.
Custom Index Systems first reported a position in Boeing in Q3 2025 and held it in 2 quarters.
Custom Index Systems's Boeing position peaked at $328K in Q3 2025.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.