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Kathleen S. Wright Associates’s Boeing BA Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$13.8K Hold
64
– – 0.01% 202
2025
Q2 		$13.4K Buy
+64
New +$12.1K 0.01% 207
2023
Q1 		– Sell
-100
Closed -$23K – 165
2022
Q4 		$23K Buy
+100
New +$16.4K 0.02% 132

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kathleen S. Wright Associates's BA Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Boeing (BA) position steady in Q3 2025 at 64 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #202.

Kathleen S. Wright Associates first reported a position in BA in Q4 2022 and has held it in 3 quarters since. The position peaked at $23K in Q4 2022. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Kathleen S. Wright Associates held 64 shares of Boeing worth $13.8K as of Q3 2025.
  • Kathleen S. Wright Associates left its Boeing share count unchanged in Q3 2025.
  • Boeing made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #202 holding.
  • Kathleen S. Wright Associates first reported a position in Boeing in Q4 2022 and has held it in 3 quarters since.
  • Kathleen S. Wright Associates's Boeing position peaked at $23K in Q4 2022.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.