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Orca Investment Management’s Boeing BA Stock Holding History

Orca Investment 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
2024
Q4 		– Sell
-3,840
Closed -$584K – 58
2024
Q3 		$584K Buy
3,840
+361
+10% +$61.9K 0.53% 42
2024
Q2 		$633K Sell
3,479
-55
-2% -$9.8K 0.6% 36
2024
Q1 		$682K Sell
3,534
-238
-6% -$48.9K 0.64% 37
2023
Q4 		$983K Buy
3,772
+195
+5% +$41.7K 0.94% 33
2023
Q3 		$686K Buy
3,577
+164
+5% +$35.9K 0.76% 38
2023
Q2 		$721K Sell
3,413
-355
-9% -$73.7K 0.79% 36
2023
Q1 		$800K Sell
3,768
-15
-0.4% -$3.12K 0.98% 30
2022
Q4 		$721K Sell
3,783
-16
-0.4% -$2.62K 0.91% 33
2022
Q3 		$460K Sell
3,799
-234
-6% -$35.9K 0.6% 42
2022
Q2 		$551K Buy
4,033
+217
+6% +$32K 0.51% 41
2022
Q1 		$731K Buy
3,816
+2
+0.1% +$401 0.6% 39
2021
Q4 		$768K Sell
3,814
-701
-16% -$148K 0.63% 40
2021
Q3 		$993K Sell
4,515
-359
-7% -$80.1K 0.87% 36
2021
Q2 		$1.17M Buy
4,874
+104
+2% +$25.1K 1.05% 34
2021
Q1 		$1.22M Sell
4,770
-170
-3% -$37.8K 1.26% 30
2020
Q4 		$1.06M Buy
+4,940
New +$950K 1.11% 33
2019
Q3 		$906K Sell
2,382
-78
-3% -$27.9K 1.07% 32
2019
Q2 		$895K Buy
+2,460
New +$897K 1% 37

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Orca Investment Management's BA Position: Q4 2024 in Review

Orca Investment Management sold out of Boeing (BA) in Q4 2024, closing a stake of 3,840 shares — an estimated $584K sold.

Orca Investment Management first reported a position in BA in Q2 2019 and held it in 18 quarters. The position peaked at $1.22M in Q1 2021. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Orca Investment Management reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Orca Investment Management sold 3,840 Boeing shares in Q4 2024, an estimated $584K.
  • Orca Investment Management first reported a position in Boeing in Q2 2019 and held it in 18 quarters.
  • Orca Investment Management's Boeing position peaked at $1.22M in Q1 2021.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Orca Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.