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Marshall & Sullivan’s Boeing BA Stock Holding History

Marshall & Sullivan’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
-518
Closed -$109K – 48
2025
Q2 		$109K Buy
+518
New +$97.8K 0.05% 54
2023
Q1 		– Sell
-463
Closed -$88.2K – 40
2022
Q4 		$88.2K Buy
+463
New +$75.7K 0.06% 50
2022
Q3 		– Sell
-463
Closed -$63K – 39
2022
Q2 		$63K Buy
+463
New +$68.3K 0.04% 52
2021
Q1 		– Sell
-99
Closed -$463 – 39
2020
Q4 		$463 Sell
99
-364
-79% -$70K 0.05% 55
2020
Q3 		$77K Buy
+463
New +$78.9K 0.05% 44
2018
Q3 		– Sell
-486
Closed -$163K – 49
2018
Q2 		$163K Buy
+486
New +$167K 0.15% 46

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

Marshall & Sullivan's BA Position: Q3 2025 in Review

Marshall & Sullivan sold out of Boeing (BA) in Q3 2025, closing a stake of 518 shares — an estimated $109K sold.

Marshall & Sullivan first reported a position in BA in Q2 2018 and held it in 6 quarters. The position peaked at $163K in Q2 2018. 2,378 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Marshall & Sullivan reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 518 Boeing shares in Q3 2025, an estimated $109K.
  • Marshall & Sullivan first reported a position in Boeing in Q2 2018 and held it in 6 quarters.
  • Marshall & Sullivan's Boeing position peaked at $163K in Q2 2018.
  • 2,378 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.