Iron Horse Wealth Management’s Boeing BA Stock Holding History

Iron Horse 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 Q2	$38.1K	Sell	182 -115	-39%	-$21.7K	0.01%	158
2025 Q1	$50.7K	Buy	297 +75	+34%	+$13K	0.02%	123
2024 Q4	$39.3K	Sell	222 -10	-4%	-$1.57K	0.01%	134
2024 Q3	$35.3K	Sell	232 -66	-22%	-$11.3K	0.01%	133
2024 Q2	$54.2K	Buy	298 +44	+17%	+$7.84K	0.02%	98
2024 Q1	$49K	Hold	254	–	–	0.02%	88
2023 Q4	$66.2K	Sell	254 -35	-12%	-$7.49K	0.03%	73
2023 Q3	$55.4K	Buy	289 +60	+26%	+$13.1K	0.03%	76
2023 Q2	$48.4K	Hold	229	–	–	0.02%	78
2023 Q1	$48.6K	Buy	229 +25	+12%	+$5.19K	0.02%	76
2022 Q4	$39K	Buy	204 +106	+108%	+$17.3K	0.02%	82
2022 Q3	$12K	Sell	98 -222	-69%	-$34K	0.02%	85
2022 Q2	$44K	Buy	320 +24	+8%	+$3.54K	0.03%	71
2022 Q1	$57K	Buy	296 +15	+5%	+$3.01K	0.03%	69
2021 Q4	$57K	Buy	281 +12	+4%	+$2.54K	0.03%	67
2021 Q3	$59K	Hold	269	–	–	0.04%	60
2021 Q2	$64K	Buy	269 +4	+2%	+$967	0.04%	60
2021 Q1	$68K	Buy	265 +33	+14%	+$7.33K	0.05%	57
2020 Q4	$50K	Buy	+232	New	+$44.6K	0.04%	60

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Iron Horse Wealth Management's BA Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Boeing (BA) stake by 39% in Q2 2025, selling an estimated $21.7K and leaving 182 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #158.

Iron Horse Wealth Management first reported a position in BA in Q4 2020 and has held it in 19 quarters since. The position peaked at $68K in Q1 2021. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

Iron Horse Wealth Management held 182 shares of Boeing worth $38.1K as of Q2 2025.
Iron Horse Wealth Management sold 115 Boeing shares in Q2 2025, an estimated $21.7K.
Boeing made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #158 holding.
Iron Horse Wealth Management first reported a position in Boeing in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Boeing position peaked at $68K in Q1 2021.
2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.