Sherman Porfolios’s Boeing BA Stock Holding History

Sherman Porfolios’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
2026 Q1	–	Sell	-6,060	Closed	-$1.32M	–	110
2025 Q4	$1.32M	Buy	6,060 +2,501	+70%	+$514K	0.09%	112
2025 Q3	$768K	Buy	+3,559	New	+$802K	0.27%	34

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sherman Porfolios's BA Position: Q1 2026 in Review

Sherman Porfolios sold out of Boeing (BA) in Q1 2026, closing a stake of 6,060 shares — an estimated $1.32M sold.

Sherman Porfolios first reported a position in BA in Q3 2025 and held it in 2 quarters. The position peaked at $1.32M in Q4 2025. 2,530 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Sherman Porfolios reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Sherman Porfolios sold 6,060 Boeing shares in Q1 2026, an estimated $1.32M.
Sherman Porfolios first reported a position in Boeing in Q3 2025 and held it in 2 quarters.
Sherman Porfolios's Boeing position peaked at $1.32M in Q4 2025.
2,530 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Sherman Porfolios's 13F filing for Q1 2026, filed 13 May 2026.