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Stephens Consulting’s Boeing BA Stock Holding History

Stephens Consulting’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 		$1.74M Buy
8,022
+6,022
+301% +$1.24M 0.56% 20
2025
Q3 		$432K Buy
2,000
+1,976
+8,233% +$446K 0.15% 40
2025
Q2 		$5.03K Sell
24
-3,082
-99% -$582K ﹤0.01% 390
2025
Q1 		$530K Sell
3,106
-293
-9% -$50.7K 0.13% 53
2024
Q4 		$602K Buy
3,399
+3,006
+765% +$472K 0.15% 51
2024
Q3 		$59.8K Sell
393
-68
-15% -$11.7K 0.02% 176
2024
Q2 		$83.9K Buy
461
+355
+335% +$63.3K 0.02% 143
2024
Q1 		$20.5K Hold
106
– – 0.01% 245
2023
Q4 		$27.6K Hold
106
– – 0.01% 225
2023
Q3 		$20.3K Hold
106
– – 0.01% 241
2023
Q2 		$22.4K Sell
106
-3,785
-97% -$786K 0.01% 232
2023
Q1 		$827K Sell
3,891
-1,839
-32% -$382K 0.5% 33
2022
Q4 		$1.09M Hold
5,730
– – 0.72% 27
2022
Q3 		$694K Hold
5,730
– – 0.62% 30
2022
Q2 		$783K Hold
5,730
– – 0.64% 27
2022
Q1 		$1.1M Sell
5,730
-4,376
-43% -$878K 0.9% 22
2021
Q4 		$2.03M Buy
+10,106
New +$2.14M 1.68% 12

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

Stephens Consulting's BA Position: Q4 2025 in Review

Stephens Consulting increased its Boeing (BA) stake by 301% in Q4 2025, buying an estimated $1.24M and bringing the position to 8,022 shares worth $1.74M. The position accounts for 0.56% of the portfolio, ranked #20.

Stephens Consulting first reported a position in BA in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.03M in Q4 2021. 2,528 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Stephens Consulting held 8,022 shares of Boeing worth $1.74M as of Q4 2025.
  • Stephens Consulting bought 6,022 Boeing shares in Q4 2025, an estimated $1.24M.
  • Boeing made up 0.56% of Stephens Consulting's portfolio in Q4 2025, its #20 holding.
  • Stephens Consulting first reported a position in Boeing in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Boeing position peaked at $2.03M in Q4 2021.
  • 2,528 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.