Intrinsic Value Partners’s Boeing BA Stock Holding History

Intrinsic Value Partners’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
2026 Q2	$668K	Hold	3,086	–	–	0.46%	45
2026 Q1	$614K	Hold	3,086	–	–	0.47%	44
2025 Q4	$670K	Hold	3,086	–	–	0.5%	43
2025 Q3	$666K	Hold	3,086	–	–	0.54%	41
2025 Q2	$647K	Sell	3,086 -10	-0.3%	-$1.89K	0.58%	39
2025 Q1	$528K	Sell	3,096 -14	-0.5%	-$2.42K	0.52%	42
2024 Q4	$550K	Sell	3,110 -150	-5%	-$23.5K	0.55%	39
2024 Q3	$496K	Sell	3,260 -20	-0.6%	-$3.43K	0.5%	43
2024 Q2	$597K	Hold	3,280	–	–	0.62%	30
2024 Q1	$633K	Sell	3,280 -27	-0.8%	-$5.55K	0.67%	30
2023 Q4	$862K	Sell	3,307 -155	-4%	-$33.1K	1.01%	24
2023 Q3	$664K	Sell	3,462 -50	-1%	-$10.9K	0.85%	26
2023 Q2	$742K	Sell	3,512 -245	-7%	-$50.9K	0.94%	26
2023 Q1	$798K	Sell	3,757 -48	-1%	-$9.97K	1.08%	24
2022 Q4	$725K	Sell	3,805 -380	-9%	-$62.2K	0.99%	25
2022 Q3	$507K	Hold	4,185	–	–	0.7%	37
2022 Q2	$572K	Sell	4,185 -50	-1%	-$7.38K	0.73%	35
2022 Q1	$811K	Sell	4,235 -90	-2%	-$18.1K	0.86%	26
2021 Q4	$871K	Buy	+4,325	New	+$914K	0.93%	26

Other funds holding BA

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return