Edge Financial Advisors’s Boeing BA Stock Holding History

Edge Financial Advisors’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 Q4	$384K	Sell	1,770 -19	-1%	-$3.91K	0.16%	105
2025 Q3	$386K	Buy	1,789 +40	+2%	+$9.02K	0.17%	99
2025 Q2	$367K	Buy	1,749 +23	+1%	+$4.34K	0.19%	84
2025 Q1	$294K	Hold	1,726	–	–	0.19%	75
2024 Q4	$306K	Sell	1,726 -13	-0.7%	-$2.04K	0.27%	72
2024 Q3	$264K	Sell	1,739 -73	-4%	-$12.5K	0.23%	80
2024 Q2	$330K	Sell	1,812 -74	-4%	-$13.2K	0.34%	68
2024 Q1	$364K	Buy	+1,886	New	+$388K	0.32%	82

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Financial Advisors's BA Position: Q4 2025 in Review

Edge Financial Advisors reduced its Boeing (BA) stake by 1.1% in Q4 2025, selling an estimated $3.91K and leaving 1,770 shares worth $384K. The position accounts for 0.16% of the portfolio, ranked #105.

Edge Financial Advisors first reported a position in BA in Q1 2024 and has held it in 8 quarters since. The position peaked at $386K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold BA as of Q4 2025.

Edge Financial Advisors held 1,770 shares of Boeing worth $384K as of Q4 2025.
Edge Financial Advisors sold 19 Boeing shares in Q4 2025, an estimated $3.91K.
Boeing made up 0.16% of Edge Financial Advisors's portfolio in Q4 2025, its #105 holding.
Edge Financial Advisors first reported a position in Boeing in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's Boeing position peaked at $386K in Q3 2025.
2,528 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.