Objective Capital Management’s Boeing BA Stock Holding History

Objective Capital 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 Q1	–	Sell	-1,235	Closed	-$219K	–	84
2024 Q4	$219K	Buy	+1,235	New	+$194K	0.15%	132
2024 Q1	$494K	Buy	2,559 +5	+0.2%	+$1.03K	0.33%	66
2023 Q4	$666K	Buy	2,554 +424	+20%	+$90.7K	0.51%	47
2023 Q3	$408K	Sell	2,130 -38	-2%	-$8.31K	0.36%	61
2023 Q2	$458K	Buy	2,168 +159	+8%	+$33K	0.4%	54
2023 Q1	$427K	Buy	2,009 +14	+0.7%	+$2.91K	0.39%	57
2022 Q4	$380K	Hold	1,995	–	–	0.38%	61
2022 Q3	$242K	Buy	1,995 +68	+4%	+$10.4K	0.26%	77
2022 Q2	$264K	Sell	1,927 -300	-13%	-$44.3K	0.27%	75
2022 Q1	$426K	Buy	2,227 +677	+44%	+$136K	0.33%	68
2021 Q4	$312K	Buy	+1,550	New	+$327K	0.22%	84

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Objective Capital Management's BA Position: Q1 2025 in Review

Objective Capital Management sold out of Boeing (BA) in Q1 2025, closing a stake of 1,235 shares — an estimated $219K sold.

Objective Capital Management first reported a position in BA in Q4 2021 and held it in 11 quarters. The position peaked at $666K in Q4 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

Objective Capital Management reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
Objective Capital Management sold 1,235 Boeing shares in Q1 2025, an estimated $219K.
Objective Capital Management first reported a position in Boeing in Q4 2021 and held it in 11 quarters.
Objective Capital Management's Boeing position peaked at $666K in Q4 2023.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.