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Executive Wealth Management’s Boeing BA Stock Holding History

Executive 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
2024
Q4 		$329K Buy
1,861
+127
+7% +$19.9K 0.03% 202
2024
Q3 		$264K Buy
+1,734
New +$297K 0.02% 232
2024
Q2 		– Sell
-1,638
Closed -$310K – 136
2024
Q1 		$310K Sell
1,638
-62
-4% -$12.7K 0.03% 192
2023
Q4 		$443K Buy
1,700
+12
+0.7% +$2.57K 0.04% 148
2023
Q3 		$324K Sell
1,688
-76
-4% -$16.6K 0.03% 159
2023
Q2 		$373K Sell
1,764
-57
-3% -$11.8K 0.04% 146
2023
Q1 		$387K Sell
1,821
-65
-3% -$13.5K 0.04% 147
2022
Q4 		$359K Buy
1,886
+1,658
+727% +$271K 0.04% 148
2022
Q3 		$228 Sell
228
-1,690
-88% -$259K 0.03% 165
2022
Q2 		$262K Buy
1,918
+82
+4% +$12.1K 0.04% 153
2022
Q1 		$351K Sell
1,836
-27
-1% -$5.42K 0.04% 154
2021
Q4 		$375K Buy
1,863
+35
+2% +$7.39K 0.04% 153
2021
Q3 		$402K Sell
1,828
-184
-9% -$41K 0.04% 143
2021
Q2 		$482K Buy
2,012
+53
+3% +$12.8K 0.05% 137
2021
Q1 		$499K Buy
1,959
+101
+5% +$22.4K 0.06% 132
2020
Q4 		$397K Buy
1,858
+157
+9% +$30.2K 0.05% 130
2020
Q3 		$281K Sell
1,701
-231
-12% -$39.4K 0.04% 129
2020
Q2 		$354K Buy
1,932
+145
+8% +$22.3K 0.05% 110
2020
Q1 		$266K Buy
1,787
+221
+14% +$60.5K 0.05% 105
2019
Q4 		$510K Buy
+1,566
New +$554K 0.07% 116
2019
Q3 		– Sell
-1,556
Closed -$566K – 185
2019
Q2 		$566K Sell
1,556
-163
-9% -$59.4K 0.08% 123
2019
Q1 		$656K Buy
1,719
+1,051
+157% +$405K 0.12% 107
2018
Q4 		$215K Buy
+668
New +$231K 0.04% 143

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Executive Wealth Management's BA Position: Q4 2024 in Review

Executive Wealth Management increased its Boeing (BA) stake by 7.3% in Q4 2024, buying an estimated $19.9K and bringing the position to 1,861 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #202.

Executive Wealth Management first reported a position in BA in Q4 2018 and has held it in 23 quarters since. The position peaked at $656K in Q1 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Executive Wealth Management held 1,861 shares of Boeing worth $329K as of Q4 2024.
  • Executive Wealth Management bought 127 Boeing shares in Q4 2024, an estimated $19.9K.
  • Boeing made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #202 holding.
  • Executive Wealth Management first reported a position in Boeing in Q4 2018 and has held it in 23 quarters since.
  • Executive Wealth Management's Boeing position peaked at $656K in Q1 2019.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.