IWA
BA icon

IBEX Wealth Advisors’s Boeing BA Stock Holding History

IBEX Wealth Advisors’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
-22,894
Closed -$4.94M – 131
2025
Q3 		$4.94M Buy
22,894
+1,447
+7% +$326K 0.47% 69
2025
Q2 		$4.49M Buy
+21,447
New +$4.05M 0.48% 69
2017
Q1 		– Sell
-207
Closed -$33K – 97
2016
Q4 		$33K Buy
+207
New +$30.2K 0.02% 191

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

IBEX Wealth Advisors's BA Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Boeing (BA) in Q4 2025, closing a stake of 22,894 shares — an estimated $4.94M sold.

IBEX Wealth Advisors first reported a position in BA in Q4 2016 and held it in 3 quarters. The position peaked at $4.94M in Q3 2025. 2,535 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 22,894 Boeing shares in Q4 2025, an estimated $4.94M.
  • IBEX Wealth Advisors first reported a position in Boeing in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Boeing position peaked at $4.94M in Q3 2025.
  • 2,535 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.