Kelman-Lazarov Inc’s Boeing BA Stock Holding History

Kelman-Lazarov Inc’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	–	Sell	-1,292	Closed	-$271K	–	133
2025 Q2	$271K	Sell	1,292 -242	-16%	-$45.7K	0.04%	106
2025 Q1	$262K	Buy	+1,534	New	+$266K	0.05%	103
2019 Q4	–	Sell	-548	Closed	-$208K	–	98
2019 Q3	$208K	Buy	+548	New	+$196K	0.1%	95
2019 Q2	–	Sell	-588	Closed	-$224K	–	93
2019 Q1	$224K	Buy	+588	New	+$226K	0.12%	86
2018 Q4	–	Sell	-575	Closed	-$214K	–	92
2018 Q3	$214K	Sell	575 -348	-38%	-$122K	0.13%	93
2018 Q2	$310K	Buy	923 +50	+6%	+$17.2K	0.17%	86
2018 Q1	$286K	Hold	873	–	–	0.15%	91
2017 Q4	$257K	Buy	873 +76	+10%	+$20.6K	0.13%	104
2017 Q3	$203K	Buy	+797	New	+$186K	0.11%	108
2017 Q1	–	Sell	-797	Closed	-$124K	–	112
2016 Q4	$124K	Hold	797	–	–	0.07%	129
2016 Q3	$105K	Hold	797	–	–	0.06%	141
2016 Q2	$103K	Sell	797 -50	-6%	-$6.52K	0.06%	143
2016 Q1	$108K	Buy	+847	New	+$105K	0.06%	148

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

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

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

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

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

Kelman-Lazarov Inc's BA Position: Q3 2025 in Review

Kelman-Lazarov Inc sold out of Boeing (BA) in Q3 2025, closing a stake of 1,292 shares — an estimated $271K sold.

Kelman-Lazarov Inc first reported a position in BA in Q1 2016 and held it in 13 quarters. The position peaked at $310K in Q2 2018. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

Kelman-Lazarov Inc reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
Kelman-Lazarov Inc sold 1,292 Boeing shares in Q3 2025, an estimated $271K.
Kelman-Lazarov Inc first reported a position in Boeing in Q1 2016 and held it in 13 quarters.
Kelman-Lazarov Inc's Boeing position peaked at $310K in Q2 2018.
2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2025, filed 12 Nov 2025.