MCM
Marsico Capital Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Buy |
500,960
+161,537
| +48% | +$33.8M | 2.85% | 11 |
|
|
2025
Q1 | $57.9M | Sell |
339,423
-38,522
| -10% | -$6.57M | 1.99% | 20 |
|
|
2024
Q4 | $66.9M | Buy |
+377,945
| New | +$66.9M | 1.82% | 20 |
|
|
2023
Q2 | – | Sell |
-199,990
| Closed | -$42.5M | – | 64 |
|
|
2023
Q1 | $42.5M | Buy |
+199,990
| New | +$42.5M | 1.99% | 22 |
|
|
2020
Q1 | – | Sell |
-355,965
| Closed | -$116M | – | 85 |
|
|
2019
Q4 | $116M | Sell |
355,965
-21,471
| -6% | -$6.99M | 4.13% | 11 |
|
|
2019
Q3 | $144M | Buy |
377,436
+117,465
| +45% | +$44.7M | 5.6% | 6 |
|
|
2019
Q2 | $94.6M | Buy |
259,971
+102,744
| +65% | +$37.4M | 3.38% | 10 |
|
|
2019
Q1 | $60M | Buy |
157,227
+9,176
| +6% | +$3.5M | 2.16% | 15 |
|
|
2018
Q4 | $47.7M | Buy |
148,051
+5,367
| +4% | +$1.73M | 2.01% | 14 |
|
|
2018
Q3 | $53.1M | Buy |
+142,684
| New | +$53.1M | 1.79% | 14 |
|
|
2016
Q1 | – | Sell |
-1,501,118
| Closed | -$217M | – | 86 |
|
|
2015
Q4 | $217M | Sell |
1,501,118
-1,011,829
| -40% | -$146M | 3.84% | 9 |
|
|
2015
Q3 | $329M | Buy |
2,512,947
+448,529
| +22% | +$58.7M | 3.43% | 10 |
|
|
2015
Q2 | $286M | Buy |
2,064,418
+285,379
| +16% | +$39.6M | 2.53% | 14 |
|
|
2015
Q1 | $267M | Buy |
+1,779,039
| New | +$267M | 2.25% | 15 |
|