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Marshall & Sterling Wealth Advisors’s Boeing BA Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-50
Closed -$10.8K – 369
2025
Q3 		$10.8K Hold
50
– – 0.01% 334
2025
Q2 		$10.5K Hold
50
– – 0.01% 319
2025
Q1 		$8.53K Buy
+50
New +$8.65K 0.01% 349

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's BA Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Boeing (BA) in Q4 2025, closing a stake of 50 shares — an estimated $10.8K sold.

Marshall & Sterling Wealth Advisors first reported a position in BA in Q1 2025 and held it in 3 quarters. The position peaked at $10.8K in Q3 2025. 2,535 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 50 Boeing shares in Q4 2025, an estimated $10.8K.
  • Marshall & Sterling Wealth Advisors first reported a position in Boeing in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Boeing position peaked at $10.8K in Q3 2025.
  • 2,535 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.