Golden State Equity Partners’s Boeing BA Stock Holding History

Golden State Equity Partners’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
2026 Q1	$2.45M	Buy	12,322 +6,288	+104%	+$1.43M	0.19%	127
2025 Q4	$1.31M	Buy	6,034 +921	+18%	+$189K	0.21%	106
2025 Q3	$1.1M	Buy	5,113 +737	+17%	+$166K	0.19%	134
2025 Q2	$917K	Sell	4,376 -792	-15%	-$150K	0.17%	151
2025 Q1	$881K	Sell	5,168 -785	-13%	-$136K	0.17%	149
2024 Q4	$1.05M	Buy	5,953 +5,876	+7,631%	+$922K	0.2%	124
2024 Q3	$11.7K	Sell	77 -2,459	-97%	-$422K	0.01%	562
2024 Q2	$462K	Buy	+2,536	New	+$452K	0.1%	235
2023 Q4	$716K	Sell	2,747 -72	-3%	-$15.4K	0.17%	134
2023 Q3	$540K	Sell	2,819 -83	-3%	-$18.2K	0.15%	159
2023 Q2	$613K	Buy	2,902 +1,935	+200%	+$402K	0.17%	145
2023 Q1	$205K	Buy	+967	New	+$201K	0.11%	200
2021 Q4	–	Sell	-3,196	Closed	-$703K	–	188
2021 Q3	$703K	Sell	3,196 -4,392	-58%	-$979K	0.29%	85
2021 Q2	$1.82M	Buy	7,588 +2,473	+48%	+$598K	0.7%	29
2021 Q1	$1.3M	Sell	5,115 -582	-10%	-$129K	0.74%	39
2020 Q4	$1.22M	Buy	+5,697	New	+$1.1M	0.84%	39

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

Golden State Equity Partners's BA Position: Q1 2026 in Review

Golden State Equity Partners increased its Boeing (BA) stake by 104% in Q1 2026, buying an estimated $1.43M and bringing the position to 12,322 shares worth $2.45M. The position accounts for 0.19% of the portfolio, ranked #127.

Golden State Equity Partners first reported a position in BA in Q4 2020 and has held it in 16 quarters since. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Golden State Equity Partners held 12,322 shares of Boeing worth $2.45M as of Q1 2026.
Golden State Equity Partners bought 6,288 Boeing shares in Q1 2026, an estimated $1.43M.
Boeing made up 0.19% of Golden State Equity Partners's portfolio in Q1 2026, its #127 holding.
Golden State Equity Partners first reported a position in Boeing in Q4 2020 and has held it in 16 quarters since.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.