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RWQ Financial Management Services’s Boeing BA Stock Holding History

RWQ Financial Management Services’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
Q4 		– Sell
-34,800
Closed -$7.51M – 21
2025
Q3 		$7.51M Buy
+34,800
New +$7.85M 3.26% 14
2025
Q1 		– Sell
-19,175
Closed -$3.39M – 27
2024
Q4 		$3.39M Buy
+19,175
New +$3.01M 1.33% 16
2024
Q1 		– Sell
-13,500
Closed -$3.52M – 23
2023
Q4 		$3.52M Buy
+13,500
New +$2.89M 2.89% 16
2023
Q3 		– Sell
-19,925
Closed -$4.21M – 22
2023
Q2 		$4.21M Sell
19,925
-25,200
-56% -$5.23M 3.69% 15
2023
Q1 		$9.59M Buy
45,125
+20,825
+86% +$4.33M 11.49% 2
2022
Q4 		$4.63M Buy
24,300
+11,565
+91% +$1.89M 9.17% 1
2022
Q3 		$1.54M Buy
12,735
+2,085
+20% +$320K 5.41% 8
2022
Q2 		$1.46M Buy
10,650
+9,475
+806% +$1.4M 3.63% 10
2022
Q1 		$225K Sell
1,175
-24,500
-95% -$4.92M 0.18% 18
2021
Q4 		$5.17M Sell
25,675
-29,225
-53% -$6.17M 3.25% 11
2021
Q3 		$12.1M Buy
54,900
+2,775
+5% +$619K 8.86% 2
2021
Q2 		$12.5M Sell
52,125
-10,025
-16% -$2.42M 9.39% 3
2021
Q1 		$15.8M Buy
62,150
+9,675
+18% +$2.15M 12.58% 2
2020
Q4 		$11.2M Buy
+52,475
New +$10.1M 8.86% 2

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWQ Financial Management Services's BA Position: Q4 2025 in Review

RWQ Financial Management Services sold out of Boeing (BA) in Q4 2025, closing a stake of 34,800 shares — an estimated $7.51M sold.

RWQ Financial Management Services first reported a position in BA in Q4 2020 and held it in 14 quarters. The position peaked at $15.8M in Q1 2021. 2,528 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • RWQ Financial Management Services reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • RWQ Financial Management Services sold 34,800 Boeing shares in Q4 2025, an estimated $7.51M.
  • RWQ Financial Management Services first reported a position in Boeing in Q4 2020 and held it in 14 quarters.
  • RWQ Financial Management Services's Boeing position peaked at $15.8M in Q1 2021.
  • 2,528 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on RWQ Financial Management Services's 13F filing for Q4 2025, filed 2 Feb 2026.