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PBMares Wealth Management’s Boeing BA Stock Holding History

PBMares Wealth 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
Q3 		$328K Sell
1,518
-205
-12% -$46.2K 0.05% 140
2025
Q2 		$361K Buy
1,723
+70
+4% +$13.2K 0.07% 133
2025
Q1 		$282K Sell
1,653
-226
-12% -$39.1K 0.06% 156
2024
Q4 		$333K Hold
1,879
– – 0.07% 138
2024
Q3 		$286K Hold
1,879
– – 0.06% 152
2024
Q2 		$342K Sell
1,879
-131
-7% -$23.4K 0.08% 135
2024
Q1 		$388K Sell
2,010
-214
-10% -$44K 0.1% 123
2023
Q4 		$580K Hold
2,224
– – 0.17% 87
2023
Q3 		$426K Hold
2,224
– – 0.15% 108
2023
Q2 		$470K Hold
2,224
– – 0.17% 104
2023
Q1 		$472K Sell
2,224
-49
-2% -$10.2K 0.18% 104
2022
Q4 		$433K Sell
2,273
-22
-1% -$3.6K 0.18% 101
2022
Q3 		$278K Hold
2,295
– – 0.12% 131
2022
Q2 		$314K Buy
2,295
+732
+47% +$108K 0.13% 118
2022
Q1 		$299K Buy
1,563
+127
+9% +$25.5K 0.18% 118
2021
Q4 		$289K Buy
1,436
+78
+6% +$16.5K 0.12% 127
2021
Q3 		$299K Hold
1,358
– – 0.14% 122
2021
Q2 		$325K Hold
1,358
– – 0.18% 112
2021
Q1 		$346K Hold
1,358
– – 0.28% 98
2020
Q4 		$291K Hold
1,358
– – 0.33% 94
2020
Q3 		$224K Hold
1,358
– – 0.33% 90
2020
Q2 		$249K Sell
1,358
-88
-6% -$13.5K 0.37% 87
2020
Q1 		$216K Hold
1,446
– – 0.34% 98
2019
Q4 		$471K Buy
+1,446
New +$512K 0.56% 60

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

PBMares Wealth Management's BA Position: Q3 2025 in Review

PBMares Wealth Management reduced its Boeing (BA) stake by 12% in Q3 2025, selling an estimated $46.2K and leaving 1,518 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #140.

PBMares Wealth Management first reported a position in BA in Q4 2019 and has held it in 24 quarters since. The position peaked at $580K in Q4 2023. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • PBMares Wealth Management held 1,518 shares of Boeing worth $328K as of Q3 2025.
  • PBMares Wealth Management sold 205 Boeing shares in Q3 2025, an estimated $46.2K.
  • Boeing made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #140 holding.
  • PBMares Wealth Management first reported a position in Boeing in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Boeing position peaked at $580K in Q4 2023.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.