McClarren Financial Advisors’s Boeing BA Stock Holding History

McClarren Financial 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 Q2	–	Sell	-35	Closed	-$5K	–	102
2025 Q1	$5K	Buy	+35	New	+$6.06K	﹤0.01%	234
2024 Q4	–	Sell	-35	Closed	-$5	–	211
2024 Q3	$5	Sell	35 -147	-81%	-$25.2K	﹤0.01%	201
2024 Q2	$6K	Buy	+182	New	+$32.4K	﹤0.01%	260
2024 Q1	–	Sell	-35	Closed	-$9K	–	354
2023 Q4	$9K	Hold	35	–	–	0.01%	270
2023 Q3	$6K	Hold	35	–	–	0.01%	270
2023 Q2	$7K	Hold	35	–	–	0.01%	266
2023 Q1	$7K	Hold	35	–	–	0.01%	253
2022 Q4	$6K	Hold	35	–	–	0.01%	266
2022 Q3	$4K	Buy	+35	New	+$5.37K	﹤0.01%	259
2022 Q2	–	Sell	-35	Closed	-$6K	–	51
2022 Q1	$6K	Sell	35 -1	-3%	-$201	﹤0.01%	221
2021 Q4	$8K	Buy	36 +1	+3%	+$211	0.01%	243
2021 Q3	$7K	Hold	35	–	–	0.01%	226
2021 Q2	$8K	Hold	35	–	–	0.01%	232
2021 Q1	$9K	Hold	35	–	–	0.01%	203
2020 Q4	$7K	Buy	+35	New	+$6.73K	0.01%	180

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

McClarren Financial Advisors's BA Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Boeing (BA) in Q2 2025, closing a stake of 35 shares — an estimated $5K sold.

McClarren Financial Advisors first reported a position in BA in Q4 2020 and held it in 15 quarters. The position peaked at $9K in Q4 2023. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

McClarren Financial Advisors reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 35 Boeing shares in Q2 2025, an estimated $5K.
McClarren Financial Advisors first reported a position in Boeing in Q4 2020 and held it in 15 quarters.
McClarren Financial Advisors's Boeing position peaked at $9K in Q4 2023.
2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.