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Keystone Wealth Services’s Boeing BA Stock Holding History

Keystone Wealth Services’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 		– Sell
-1,258
Closed -$215K – 281
2025
Q1 		$215K Buy
1,258
+57
+5% +$9.87K 0.06% 254
2024
Q4 		$213K Sell
1,201
-376
-24% -$59K 0.06% 244
2024
Q3 		$240K Sell
1,577
-102
-6% -$17.5K 0.07% 225
2024
Q2 		$306K Buy
1,679
+30
+2% +$5.35K 0.1% 178
2024
Q1 		$318K Buy
1,649
+28
+2% +$5.75K 0.1% 167
2023
Q4 		$423K Sell
1,621
-440
-21% -$94.1K 0.14% 135
2023
Q3 		$395K Buy
2,061
+150
+8% +$32.8K 0.15% 135
2023
Q2 		$404K Buy
1,911
+20
+1% +$4.15K 0.15% 132
2023
Q1 		$402K Buy
1,891
+77
+4% +$16K 0.16% 127
2022
Q4 		$346K Buy
1,814
+25
+1% +$4.09K 0.15% 132
2022
Q3 		$217K Buy
1,789
+100
+6% +$15.3K 0.1% 152
2022
Q2 		$231K Buy
1,689
+21
+1% +$3.1K 0.1% 150
2022
Q1 		$319K Sell
1,668
-2
-0.1% -$401 0.13% 132
2021
Q4 		$336K Buy
+1,670
New +$353K 0.14% 125

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Keystone Wealth Services's BA Position: Q2 2025 in Review

Keystone Wealth Services sold out of Boeing (BA) in Q2 2025, closing a stake of 1,258 shares — an estimated $215K sold.

Keystone Wealth Services first reported a position in BA in Q4 2021 and held it in 14 quarters. The position peaked at $423K in Q4 2023. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Keystone Wealth Services reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 1,258 Boeing shares in Q2 2025, an estimated $215K.
  • Keystone Wealth Services first reported a position in Boeing in Q4 2021 and held it in 14 quarters.
  • Keystone Wealth Services's Boeing position peaked at $423K in Q4 2023.
  • 2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Keystone Wealth Services's 13F filing for Q2 2025, filed 9 Jul 2025.