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
2017 Q4	–	Sell	-1,600	Closed	-$407K	–	335
2017 Q3	$407K	Buy	+1,600	New	+$373K	0.03%	275
2017 Q2	–	Sell	-1,000	Closed	-$1K	–	338
2017 Q1	$1K	Hold	1,000	–	–	﹤0.01%	347
2016 Q4	$156K	Buy	+1,000	New	+$146K	0.01%	331
2016 Q2	–	Sell	-2,500	Closed	-$317K	–	318
2016 Q1	$317K	Buy	+2,500	New	+$310K	0.03%	282
2015 Q4	–	Sell	-1,000	Closed	-$130K	–	364
2015 Q3	$130K	Buy	+1,000	New	+$139K	0.01%	320

Other funds holding BA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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.