Ruedi Wealth Management’s Boeing BA Stock Holding History

Ruedi 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 Q2	–	Sell	-180	Closed	-$30.7K	–	85
2025 Q1	$30.7K	Hold	180	–	–	0.01%	107
2024 Q4	$31.9K	Hold	180	–	–	0.01%	104
2024 Q3	$27.4K	Sell	180 -6	-3%	-$1.03K	0.01%	114
2024 Q2	$33.9K	Buy	186 +12	+7%	+$2.14K	0.01%	104
2024 Q1	$33.6K	Buy	174 +36	+26%	+$7.4K	0.01%	101
2023 Q4	$36K	Hold	138	–	–	0.02%	91
2023 Q3	$26.5K	Buy	138 +40	+41%	+$8.75K	0.02%	102
2023 Q2	$20.7K	Hold	98	–	–	0.01%	111
2023 Q1	$20.8K	Hold	98	–	–	0.01%	123
2022 Q4	$18.7K	Buy	+98	New	+$16K	0.01%	114

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Ruedi Wealth Management's BA Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Boeing (BA) in Q2 2025, closing a stake of 180 shares — an estimated $30.7K sold.

Ruedi Wealth Management first reported a position in BA in Q4 2022 and held it in 10 quarters. The position peaked at $36K in Q4 2023. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

Ruedi Wealth Management reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 180 Boeing shares in Q2 2025, an estimated $30.7K.
Ruedi Wealth Management first reported a position in Boeing in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Boeing position peaked at $36K in Q4 2023.
2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.