NFG
BA icon

Norris Financial Group’s Boeing BA Stock Holding History

Norris Financial Group’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
Q4 		– Sell
-1,434
Closed -$310K – 102
2025
Q3 		$310K Sell
1,434
-5
-0.3% -$1.13K 0.11% 79
2025
Q2 		$302K Buy
+1,439
New +$272K 0.12% 73
2024
Q1 		– Sell
-819
Closed -$213K – 75
2023
Q4 		$213K Buy
+819
New +$175K 0.13% 63
2023
Q2 		– Sell
-2,369
Closed -$503K – 64
2023
Q1 		$503K Buy
2,369
+500
+27% +$104K 0.37% 47
2022
Q4 		$356K Buy
+1,869
New +$306K 0.3% 54
2022
Q2 		– Sell
-1,279
Closed -$245K – 67
2022
Q1 		$245K Buy
+1,279
New +$257K 0.15% 67

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norris Financial Group's BA Position: Q4 2025 in Review

Norris Financial Group sold out of Boeing (BA) in Q4 2025, closing a stake of 1,434 shares — an estimated $310K sold.

Norris Financial Group first reported a position in BA in Q1 2022 and held it in 6 quarters. The position peaked at $503K in Q1 2023. 2,536 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Norris Financial Group reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Norris Financial Group sold 1,434 Boeing shares in Q4 2025, an estimated $310K.
  • Norris Financial Group first reported a position in Boeing in Q1 2022 and held it in 6 quarters.
  • Norris Financial Group's Boeing position peaked at $503K in Q1 2023.
  • 2,536 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Norris Financial Group's 13F filing for Q4 2025, filed 20 May 2026.