Sonora Investment Management Group’s Boeing BA Stock Holding History

Sonora Investment Management Group’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	$1.74M	Sell	8,075 -848	-10%	-$191K	0.12%	107
2025 Q2	$1.87M	Buy	8,923 +3,177	+55%	+$600K	0.14%	105
2025 Q1	$980K	Sell	5,746 -360	-6%	-$62.3K	0.08%	131
2024 Q4	$1.08M	Sell	6,106 -769	-11%	-$121K	0.08%	128
2024 Q3	$1.05M	Sell	6,875 -806	-10%	-$138K	0.08%	131
2024 Q2	$1.48M	Hold	7,681	–	–	0.12%	126
2024 Q1	$1.48M	Buy	7,681 +271	+4%	+$55.7K	0.12%	126
2023 Q4	$1.93M	Sell	7,410 -134	-2%	-$28.7K	0.16%	111
2023 Q3	$1.45M	Buy	7,544 +248	+3%	+$54.3K	0.12%	123
2023 Q2	$1.54M	Buy	7,296 +159	+2%	+$33K	0.13%	118
2023 Q1	$1.52M	Sell	7,137 -111	-2%	-$23.1K	0.13%	118
2022 Q4	$1.38M	Buy	7,248 +421	+6%	+$68.9K	0.13%	118
2022 Q3	$933K	Hold	6,827	–	–	0.12%	105
2022 Q2	$933K	Sell	6,827 -2	-0%	-$295	0.09%	135
2022 Q1	$1.31M	Buy	6,829 +747	+12%	+$150K	0.15%	99
2021 Q4	$1.22M	Buy	+6,082	New	+$1.28M	0.14%	103

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Sonora Investment Management Group's BA Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Boeing (BA) stake by 9.5% in Q3 2025, selling an estimated $191K and leaving 8,075 shares worth $1.74M. The position accounts for 0.12% of the portfolio, ranked #107.

Sonora Investment Management Group first reported a position in BA in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.93M in Q4 2023. 2,378 funds tracked by Wall St. Rank hold BA as of Q3 2025.

Sonora Investment Management Group held 8,075 shares of Boeing worth $1.74M as of Q3 2025.
Sonora Investment Management Group sold 848 Boeing shares in Q3 2025, an estimated $191K.
Boeing made up 0.12% of Sonora Investment Management Group's portfolio in Q3 2025, its #107 holding.
Sonora Investment Management Group first reported a position in Boeing in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's Boeing position peaked at $1.93M in Q4 2023.
2,378 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.