ISWM
BA icon

Independent Solutions Wealth Management’s Boeing BA Stock Holding History

Independent Solutions Wealth Management’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
-945
Closed -$204K – 174
2025
Q3 		$204K Buy
+945
New +$213K 0.04% 173
2024
Q3 		– Sell
-1,570
Closed -$286K – 166
2024
Q2 		$286K Sell
1,570
-1,115
-42% -$199K 0.07% 146
2024
Q1 		$518K Sell
2,685
-1,629
-38% -$335K 0.12% 120
2023
Q4 		$1.12M Sell
4,314
-84
-2% -$18K 0.29% 86
2023
Q3 		$843K Buy
4,398
+35
+0.8% +$7.66K 0.22% 101
2023
Q2 		$921K Buy
4,363
+1,285
+42% +$267K 0.23% 98
2023
Q1 		$654K Buy
3,078
+295
+11% +$61.3K 0.19% 103
2022
Q4 		$530K Buy
2,783
+304
+12% +$49.7K 0.16% 119
2022
Q3 		$300K Buy
2,479
+10
+0.4% +$1.53K 0.1% 160
2022
Q2 		$338K Sell
2,469
-459
-16% -$67.7K 0.11% 149
2022
Q1 		$561K Sell
2,928
-15
-0.5% -$3.01K 0.13% 127
2021
Q4 		$592K Buy
2,943
+185
+7% +$39.1K 0.14% 123
2021
Q3 		$607K Buy
2,758
+110
+4% +$24.5K 0.15% 122
2021
Q2 		$634K Sell
2,648
-18
-0.7% -$4.35K 0.15% 125
2021
Q1 		$679K Sell
2,666
-15
-0.6% -$3.33K 0.19% 102
2020
Q4 		$574K Sell
2,681
-75
-3% -$14.4K 0.18% 99
2020
Q3 		$455K Buy
2,756
+35
+1% +$5.96K 0.17% 99
2020
Q2 		$499K Sell
2,721
-83
-3% -$12.8K 0.21% 90
2020
Q1 		$418K Buy
2,804
+17
+0.6% +$4.65K 0.23% 79
2019
Q4 		$908K Buy
+2,787
New +$987K 0.4% 48

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

Independent Solutions Wealth Management's BA Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Boeing (BA) in Q4 2025, closing a stake of 945 shares — an estimated $204K sold.

Independent Solutions Wealth Management first reported a position in BA in Q4 2019 and held it in 20 quarters. The position peaked at $1.12M in Q4 2023. 2,535 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 945 Boeing shares in Q4 2025, an estimated $204K.
  • Independent Solutions Wealth Management first reported a position in Boeing in Q4 2019 and held it in 20 quarters.
  • Independent Solutions Wealth Management's Boeing position peaked at $1.12M in Q4 2023.
  • 2,535 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.