Oak Thistle LLC’s Boeing BA Stock Holding History

Oak Thistle LLC’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
2026 Q1	$4.24M	Buy	21,291 +14,111	+197%	+$3.21M	0.41%	57
2025 Q4	$1.56M	Sell	7,180 -6,278	-47%	-$1.29M	0.22%	188
2025 Q3	$2.9M	Sell	13,458 -8,168	-38%	-$1.84M	0.44%	44
2025 Q2	$4.53M	Buy	21,626 +19,124	+764%	+$3.61M	0.67%	14
2025 Q1	$427K	Sell	2,502 -6,040	-71%	-$1.05M	0.09%	312
2024 Q4	$1.51M	Buy	8,542 +2,460	+40%	+$386K	0.45%	56
2024 Q3	$925K	Buy	6,082 +2,971	+95%	+$509K	0.3%	117
2024 Q2	$566K	Buy	+3,111	New	+$555K	0.42%	86
2024 Q1	–	Sell	-6,280	Closed	-$1.64M	–	311
2023 Q4	$1.64M	Buy	6,280 +3,820	+155%	+$817K	0.47%	45
2023 Q3	$472K	Sell	2,460 -1,142	-32%	-$250K	0.14%	303
2023 Q2	$761K	Buy	+3,602	New	+$748K	0.4%	80
2022 Q1	–	Sell	-1,459	Closed	-$294K	–	382
2021 Q4	$294K	Buy	+1,459	New	+$308K	0.23%	207

Other funds holding BA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Oak Thistle LLC's BA Position: Q1 2026 in Review

Oak Thistle LLC increased its Boeing (BA) stake by 197% in Q1 2026, buying an estimated $3.21M and bringing the position to 21,291 shares worth $4.24M. The position accounts for 0.41% of the portfolio, ranked #57.

Oak Thistle LLC first reported a position in BA in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.53M in Q2 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Oak Thistle LLC held 21,291 shares of Boeing worth $4.24M as of Q1 2026.
Oak Thistle LLC bought 14,111 Boeing shares in Q1 2026, an estimated $3.21M.
Boeing made up 0.41% of Oak Thistle LLC's portfolio in Q1 2026, its #57 holding.
Oak Thistle LLC first reported a position in Boeing in Q4 2021 and has held it in 12 quarters since.
Oak Thistle LLC's Boeing position peaked at $4.53M in Q2 2025.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.