MorganRosel Wealth Management’s Boeing BA Stock Holding History

MorganRosel Wealth Management’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	-103	Closed	-$21.7K	–	129
2025 Q2	$21.7K	Hold	103	–	–	0.01%	229
2025 Q1	$17.6K	Buy	+103	New	+$17.8K	0.01%	223
2021 Q2	–	Sell	-1,374	Closed	-$350K	–	85
2021 Q1	$350K	Buy	+1,374	New	+$305K	0.22%	63
2019 Q3	–	Sell	-2,630	Closed	-$957K	–	73
2019 Q2	$957K	Sell	2,630 -125	-5%	-$45.6K	0.79%	22
2019 Q1	$1.05M	Sell	2,755 -16	-0.6%	-$6.16K	0.89%	21
2018 Q4	$894K	Buy	+2,771	New	+$957K	0.93%	22

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

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

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

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

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

MorganRosel Wealth Management's BA Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Boeing (BA) in Q3 2025, closing a stake of 103 shares — an estimated $21.7K sold.

MorganRosel Wealth Management first reported a position in BA in Q4 2018 and held it in 6 quarters. The position peaked at $1.05M in Q1 2019. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

MorganRosel Wealth Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 103 Boeing shares in Q3 2025, an estimated $21.7K.
MorganRosel Wealth Management first reported a position in Boeing in Q4 2018 and held it in 6 quarters.
MorganRosel Wealth Management's Boeing position peaked at $1.05M in Q1 2019.
2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.