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Hopwood Financial Services’s Boeing BA Stock Holding History

Hopwood 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
-50
Closed -$10.8K – 101
2025
Q3 		$10.8K Hold
50
– – 0.01% 248
2025
Q2 		$10.5K Hold
50
– – 0.01% 232
2025
Q1 		$8.53K Hold
50
– – 0.01% 244
2024
Q4 		$8.85K Buy
+50
New +$7.85K 0.01% 247

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Hopwood Financial Services sold out of Boeing (BA) in Q4 2025, closing a stake of 50 shares — an estimated $10.8K sold.

Hopwood Financial Services first reported a position in BA in Q4 2024 and held it in 4 quarters. The position peaked at $10.8K in Q3 2025. 2,535 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Hopwood Financial Services reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 50 Boeing shares in Q4 2025, an estimated $10.8K.
  • Hopwood Financial Services first reported a position in Boeing in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Boeing position peaked at $10.8K in Q3 2025.
  • 2,535 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.