Elgethun Capital Management’s Boeing BA Stock Holding History

Elgethun Capital 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 Q1	–	Sell	-780	Closed	-$138K	–	154
2024 Q4	$138K	Buy	780 +21	+3%	+$3.3K	0.03%	137
2024 Q3	$115K	Hold	759	–	–	0.03%	144
2024 Q2	$138K	Hold	759	–	–	0.03%	141
2024 Q1	$145K	Sell	759 -4	-0.5%	-$822	0.04%	139
2023 Q4	$199K	Hold	763	–	–	0.06%	115
2023 Q3	$146K	Hold	763	–	–	0.04%	124
2023 Q2	$161K	Buy	+763	New	+$158K	0.05%	121

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Elgethun Capital Management's BA Position: Q1 2025 in Review

Elgethun Capital Management sold out of Boeing (BA) in Q1 2025, closing a stake of 780 shares — an estimated $138K sold.

Elgethun Capital Management first reported a position in BA in Q2 2023 and held it in 7 quarters. The position peaked at $199K in Q4 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

Elgethun Capital Management reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
Elgethun Capital Management sold 780 Boeing shares in Q1 2025, an estimated $138K.
Elgethun Capital Management first reported a position in Boeing in Q2 2023 and held it in 7 quarters.
Elgethun Capital Management's Boeing position peaked at $199K in Q4 2023.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Elgethun Capital Management's 13F filing for Q1 2025, filed 9 May 2025.