Essential Planning’s Boeing BA Stock Holding History

Essential Planning’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	-2,577	Closed	-$406K	–	97
2024 Q4	$406K	Buy	+2,577	New	+$404K	﹤0.01%	282

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

Essential Planning's BA Position: Q1 2025 in Review

Essential Planning sold out of Boeing (BA) in Q1 2025, closing a stake of 2,577 shares — an estimated $406K sold.

Essential Planning first reported a position in BA in Q4 2024 and held it in 1 quarter. The position peaked at $406K in Q4 2024. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

Essential Planning reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 2,577 Boeing shares in Q1 2025, an estimated $406K.
Essential Planning first reported a position in Boeing in Q4 2024 and held it in 1 quarter.
Essential Planning's Boeing position peaked at $406K in Q4 2024.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.