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Samalin Investment Counsel’s Boeing BA Stock Holding History

Samalin Investment Counsel’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
-1,480
Closed -$319K – 315
2025
Q3 		$319K Buy
1,480
+67
+5% +$15.1K 0.11% 237
2025
Q2 		$296K Sell
1,413
-1,622
-53% -$306K 0.11% 248
2025
Q1 		$518K Sell
3,035
-20
-0.7% -$3.46K 0.21% 156
2024
Q4 		$541K Sell
3,055
-21
-0.7% -$3.3K 0.23% 130
2024
Q3 		$468K Sell
3,076
-209
-6% -$35.8K 0.2% 168
2024
Q2 		$598K Buy
3,285
+648
+25% +$116K 0.28% 111
2024
Q1 		$509K Buy
2,637
+1,608
+156% +$330K 0.24% 132
2023
Q4 		$268K Buy
+1,029
New +$220K 0.14% 222
2023
Q3 		– Sell
-1,040
Closed -$220K – 259
2023
Q2 		$220K Sell
1,040
-154
-13% -$32K 0.12% 231
2023
Q1 		$254K Buy
1,194
+24
+2% +$4.99K 0.15% 188
2022
Q4 		$223K Sell
1,170
-770
-40% -$126K 0.14% 205
2022
Q3 		$235K Sell
1,940
-161
-8% -$24.7K 0.17% 173
2022
Q2 		$287K Sell
2,101
-2,683
-56% -$396K 0.2% 149
2022
Q1 		$916K Sell
4,784
-231
-5% -$46.4K 0.56% 46
2021
Q4 		$1.01M Buy
5,015
+2,069
+70% +$437K 0.61% 41
2021
Q3 		$648K Buy
2,946
+184
+7% +$41K 0.42% 67
2021
Q2 		$662K Sell
2,762
-206
-7% -$49.8K 0.43% 72
2021
Q1 		$756K Sell
2,968
-440
-13% -$97.8K 0.51% 49
2020
Q4 		$730K Buy
3,408
+1,404
+70% +$270K 0.55% 41
2020
Q3 		$331K Buy
2,004
+245
+14% +$41.8K 0.3% 108
2020
Q2 		$322K Buy
1,759
+278
+19% +$42.7K 0.34% 97
2020
Q1 		$220K Buy
1,481
+607
+69% +$166K 0.29% 106
2019
Q4 		$284K Buy
+874
New +$309K 0.24% 117

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

Samalin Investment Counsel's BA Position: Q4 2025 in Review

Samalin Investment Counsel sold out of Boeing (BA) in Q4 2025, closing a stake of 1,480 shares — an estimated $319K sold.

Samalin Investment Counsel first reported a position in BA in Q4 2019 and held it in 23 quarters. The position peaked at $1.01M in Q4 2021. 2,529 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Samalin Investment Counsel reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,480 Boeing shares in Q4 2025, an estimated $319K.
  • Samalin Investment Counsel first reported a position in Boeing in Q4 2019 and held it in 23 quarters.
  • Samalin Investment Counsel's Boeing position peaked at $1.01M in Q4 2021.
  • 2,529 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Samalin Investment Counsel's 13F filing for Q4 2025, filed 30 Jan 2026.