Kercheville Advisors’s Boeing BA Stock Holding History

Kercheville Advisors’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 Q1	$550K	Sell	2,764 -3,315	-55%	-$755K	0.18%	64
2025 Q4	$1.53M	Sell	6,079 -1,065	-15%	-$219K	0.4%	50
2025 Q3	$1.54M	Sell	7,144 -4,105	-36%	-$926K	0.47%	42
2025 Q2	$2.36M	Buy	+11,249	New	+$2.12M	0.81%	30
2024 Q3	–	Sell	-1,225	Closed	-$223K	–	86
2024 Q2	$223K	Sell	1,225 -130	-10%	-$23.2K	0.1%	70
2024 Q1	$261K	Sell	1,355 -15	-1%	-$3.08K	0.12%	67
2023 Q4	$357K	Sell	1,370 -200	-13%	-$42.8K	0.2%	51
2023 Q3	$301K	Hold	1,570	–	–	0.19%	54
2023 Q2	$332K	Buy	1,570 +310	+25%	+$64.4K	0.2%	54
2023 Q1	$268K	Sell	1,260 -200	-14%	-$41.6K	0.18%	57
2022 Q4	$278K	Buy	+1,460	New	+$239K	0.19%	56
2022 Q3	–	Sell	-1,460	Closed	-$200K	–	89
2022 Q2	$200K	Sell	1,460 -2,735	-65%	-$403K	0.13%	77
2022 Q1	$803K	Sell	4,195 -3,188	-43%	-$640K	0.38%	53
2021 Q4	$1.49M	Sell	7,383 -930	-11%	-$196K	0.65%	36
2021 Q3	$1.83M	Sell	8,313 -1,121	-12%	-$250K	0.87%	31
2021 Q2	$2.26M	Sell	9,434 -70	-0.7%	-$16.9K	1.05%	24
2021 Q1	$2.42M	Buy	9,504 +910	+11%	+$202K	1.21%	23
2020 Q4	$1.83M	Buy	+8,594	New	+$1.65M	0.99%	28

Other funds holding BA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Kercheville Advisors's BA Position: Q1 2026 in Review

Kercheville Advisors reduced its Boeing (BA) stake by 55% in Q1 2026, selling an estimated $755K and leaving 2,764 shares worth $550K. The position accounts for 0.18% of the portfolio, ranked #64.

Kercheville Advisors first reported a position in BA in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.42M in Q1 2021. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Kercheville Advisors held 2,764 shares of Boeing worth $550K as of Q1 2026.
Kercheville Advisors sold 3,315 Boeing shares in Q1 2026, an estimated $755K.
Boeing made up 0.18% of Kercheville Advisors's portfolio in Q1 2026, its #64 holding.
Kercheville Advisors first reported a position in Boeing in Q4 2020 and has held it in 18 quarters since.
Kercheville Advisors's Boeing position peaked at $2.42M in Q1 2021.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.