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Kohmann Bosshard Financial Services’s Boeing BA Stock Holding History

Kohmann Bosshard Financial 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
2026
Q1 		– Sell
-128
Closed -$27.8K – 244
2025
Q4 		$27.8K Buy
+128
New +$26.3K ﹤0.01% 658
2025
Q1 		– Sell
-426
Closed -$75.4K – 331
2024
Q4 		$75.4K Buy
+426
New +$66.9K 0.01% 282
2024
Q3 		– Sell
-1,251
Closed -$228K – 204
2024
Q2 		$228K Sell
1,251
-87
-7% -$15.5K 0.03% 178
2024
Q1 		$258K Hold
1,338
– – 0.04% 173
2023
Q4 		$349K Sell
1,338
-284
-18% -$60.7K 0.05% 132
2023
Q3 		$311K Buy
1,622
+2
+0.1% +$438 0.05% 130
2023
Q2 		$342K Buy
1,620
+440
+37% +$91.4K 0.06% 125
2023
Q1 		$251K Buy
+1,180
New +$245K 0.05% 130
2020
Q3 		– Sell
-694
Closed -$128K – 102
2020
Q2 		$128K Buy
+694
New +$107K 0.05% 112
2020
Q1 		– Sell
-350
Closed -$114K – 111
2019
Q4 		$114K Hold
350
– – 0.04% 105
2019
Q3 		$133K Buy
+350
New +$125K 0.05% 94

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kohmann Bosshard Financial Services's BA Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Boeing (BA) in Q1 2026, closing a stake of 128 shares — an estimated $27.8K sold.

Kohmann Bosshard Financial Services first reported a position in BA in Q3 2019 and held it in 11 quarters. The position peaked at $349K in Q4 2023. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 128 Boeing shares in Q1 2026, an estimated $27.8K.
  • Kohmann Bosshard Financial Services first reported a position in Boeing in Q3 2019 and held it in 11 quarters.
  • Kohmann Bosshard Financial Services's Boeing position peaked at $349K in Q4 2023.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.