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Heritage Financial Services’s Boeing BA Stock Holding History

Heritage Financial Services’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
-1,337
Closed -$289K – 127
2025
Q3 		$289K Buy
1,337
+74
+6% +$16.7K 0.03% 105
2025
Q2 		$265K Sell
1,263
-1
-0.1% -$189 0.03% 99
2025
Q1 		$216K Buy
1,264
+51
+4% +$8.83K 0.02% 112
2024
Q4 		$215K Buy
+1,213
New +$190K 0.03% 108
2024
Q3 		– Sell
-1,200
Closed -$218K – 111
2024
Q2 		$218K Sell
1,200
-18
-1% -$3.21K 0.03% 97
2024
Q1 		$235K Buy
1,218
+18
+2% +$3.7K 0.04% 93
2023
Q4 		$313K Sell
1,200
-2
-0.2% -$428 0.05% 75
2023
Q3 		$230K Buy
1,202
+2
+0.2% +$438 0.05% 66
2023
Q2 		$253K Sell
1,200
-300
-20% -$62.3K 0.05% 64
2023
Q1 		$319K Sell
1,500
-71
-5% -$14.8K 0.07% 61
2022
Q4 		$299K Buy
+1,571
New +$257K 0.08% 62
2022
Q3 		– Sell
-1,616
Closed -$220K – 95
2022
Q2 		$220K Sell
1,616
-479
-23% -$70.7K 0.12% 59
2022
Q1 		$401K Buy
2,095
+350
+20% +$70.3K 0.26% 46
2021
Q4 		$351K Buy
+1,745
New +$369K 0.27% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Financial Services's BA Position: Q4 2025 in Review

Heritage Financial Services sold out of Boeing (BA) in Q4 2025, closing a stake of 1,337 shares — an estimated $289K sold.

Heritage Financial Services first reported a position in BA in Q4 2021 and held it in 14 quarters. The position peaked at $401K in Q1 2022. 2,529 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Heritage Financial Services reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Heritage Financial Services sold 1,337 Boeing shares in Q4 2025, an estimated $289K.
  • Heritage Financial Services first reported a position in Boeing in Q4 2021 and held it in 14 quarters.
  • Heritage Financial Services's Boeing position peaked at $401K in Q1 2022.
  • 2,529 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.