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Moser Wealth Advisors’s Boeing BA Stock Holding History

Moser 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
Q2 		$816K Sell
3,896
-244
-6% -$46.1K 0.39% 48
2025
Q1 		$706K Sell
4,140
-250
-6% -$43.3K 0.37% 49
2024
Q4 		$777K Hold
4,390
– – 0.4% 43
2024
Q3 		$667K Hold
4,390
– – 0.35% 48
2024
Q2 		$799K Hold
4,390
– – 0.43% 42
2024
Q1 		$847K Hold
4,390
– – 0.47% 40
2023
Q4 		$1.14M Sell
4,390
-648
-13% -$139K 0.73% 33
2023
Q3 		$966K Sell
5,038
-722
-13% -$158K 0.68% 35
2023
Q2 		$1.22M Buy
+5,760
New +$1.2M 0.82% 33
2022
Q4 		$1.13M Sell
5,939
-250
-4% -$40.9K 0.85% 32
2022
Q3 		$749K Sell
6,189
-100
-2% -$15.3K 0.59% 44
2022
Q2 		$860K Hold
6,289
– – 0.64% 40
2022
Q1 		$1.2M Buy
6,289
+3,516
+127% +$706K 0.75% 34
2021
Q4 		$558K Sell
2,773
-300
-10% -$63.4K 0.34% 52
2021
Q3 		$676K Hold
3,073
– – 0.43% 50
2021
Q2 		$736K Buy
3,073
+50
+2% +$12.1K 0.47% 48
2021
Q1 		$770K Buy
3,023
+654
+28% +$145K 0.54% 43
2020
Q4 		$507K Sell
2,369
-280
-11% -$53.8K 0.37% 47
2020
Q3 		$438K Sell
2,649
-100
-4% -$17K 0.35% 46
2020
Q2 		$504K Buy
2,749
+100
+4% +$15.4K 0.48% 41
2020
Q1 		$395K Buy
2,649
+100
+4% +$27.4K 0.46% 40
2019
Q4 		$830K Buy
+2,549
New +$902K 0.8% 29

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

Moser Wealth Advisors's BA Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Boeing (BA) stake by 5.9% in Q2 2025, selling an estimated $46.1K and leaving 3,896 shares worth $816K. The position accounts for 0.39% of the portfolio, ranked #48.

Moser Wealth Advisors first reported a position in BA in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.22M in Q2 2023. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Moser Wealth Advisors held 3,896 shares of Boeing worth $816K as of Q2 2025.
  • Moser Wealth Advisors sold 244 Boeing shares in Q2 2025, an estimated $46.1K.
  • Boeing made up 0.39% of Moser Wealth Advisors's portfolio in Q2 2025, its #48 holding.
  • Moser Wealth Advisors first reported a position in Boeing in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Boeing position peaked at $1.22M in Q2 2023.
  • 2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.