Ground Swell Capital’s Boeing BA Stock Holding History

Ground Swell Capital’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 Q4	–	Sell	-928	Closed	-$200K	–	92
2025 Q3	$200K	Buy	+928	New	+$209K	0.44%	95
2024 Q4	–	Sell	-1,807	Closed	-$275K	–	161
2024 Q3	$275K	Buy	+1,807	New	+$310K	0.24%	55
2022 Q4	–	Sell	-1,703	Closed	-$206K	–	85
2022 Q3	$206K	Buy	+1,703	New	+$261K	0.59%	57
2014 Q3	$154K	Buy	+1,209	New	+$152K	0.29%	53

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ground Swell Capital's BA Position: Q4 2025 in Review

Ground Swell Capital sold out of Boeing (BA) in Q4 2025, closing a stake of 928 shares — an estimated $200K sold.

Ground Swell Capital first reported a position in BA in Q3 2014 and held it in 4 quarters. The position peaked at $275K in Q3 2024. 2,528 funds tracked by Wall St. Rank hold BA as of Q4 2025.

Ground Swell Capital reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 928 Boeing shares in Q4 2025, an estimated $200K.
Ground Swell Capital first reported a position in Boeing in Q3 2014 and held it in 4 quarters.
Ground Swell Capital's Boeing position peaked at $275K in Q3 2024.
2,528 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.