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David Wealth Management’s Boeing BA Stock Holding History

David 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 		$254K Buy
1,211
+6
+0.5% +$1.13K 0.19% 47
2025
Q1 		$206K Hold
1,205
– – 0.17% 48
2024
Q4 		$213K Buy
+1,205
New +$189K 0.18% 48

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

David Wealth Management increased its Boeing (BA) stake by 0.5% in Q2 2025, buying an estimated $1.13K and bringing the position to 1,211 shares worth $254K. The position accounts for 0.19% of the portfolio, ranked #47.

David Wealth Management first reported a position in BA in Q4 2024 and has held it in 3 quarters since. 2,321 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • David Wealth Management held 1,211 shares of Boeing worth $254K as of Q2 2025.
  • David Wealth Management bought 6 Boeing shares in Q2 2025, an estimated $1.13K.
  • Boeing made up 0.19% of David Wealth Management's portfolio in Q2 2025, its #47 holding.
  • David Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 3 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.