FCH
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Freestone Capital Holdings’s Boeing BA Stock Holding History

Freestone Capital Holdings’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
2020
Q3 		– Sell
-200
Closed -$36.7K – 1208
2020
Q2 		$36.7K Buy
+200
New +$30.7K 0.43% 11

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freestone Capital Holdings's BA Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Boeing (BA) stake by 9.2% in Q1 2026, selling an estimated $171K and leaving 7,390 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #207.

Freestone Capital Holdings first reported a position in BA in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.7M in Q2 2017. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Freestone Capital Holdings held 7,390 shares of Boeing worth $1.47M as of Q1 2026.
  • Freestone Capital Holdings sold 752 Boeing shares in Q1 2026, an estimated $171K.
  • Boeing made up 0.04% of Freestone Capital Holdings's portfolio in Q1 2026, its #207 holding.
  • Freestone Capital Holdings first reported a position in Boeing in Q2 2013 and has held it in 50 quarters since.
  • Freestone Capital Holdings's Boeing position peaked at $2.7M in Q2 2017.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.