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Stonebridge Financial Planning Group’s Boeing BA Stock Holding History

Stonebridge Financial Planning 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
Q4 		– Sell
-944
Closed -$204K – 172
2025
Q3 		$204K Buy
+944
New +$213K 0.08% 168
2024
Q3 		– Sell
-1,149
Closed -$209K – 159
2024
Q2 		$209K Buy
+1,149
New +$205K 0.11% 152
2024
Q1 		– Sell
-965
Closed -$252K – 152
2023
Q4 		$252K Buy
+965
New +$206K 0.14% 129
2022
Q1 		– Sell
-435
Closed -$83K – 135
2021
Q4 		$83K Sell
435
-74
-15% -$15.6K 0.04% 180
2021
Q3 		$109K Sell
509
-150
-23% -$33.5K 0.05% 155
2021
Q2 		$157K Sell
659
-20
-3% -$4.83K 0.08% 132
2021
Q1 		$169K Sell
679
-163
-19% -$36.2K 0.1% 120
2020
Q4 		$180K Buy
842
+50
+6% +$9.61K 0.11% 111
2020
Q3 		$133K Sell
792
-333
-30% -$56.8K 0.1% 114
2020
Q2 		$203K Buy
1,125
+260
+30% +$40K 0.17% 86
2020
Q1 		$127K Buy
865
+250
+41% +$68.4K 0.13% 106
2019
Q4 		$200K Buy
+615
New +$218K 0.18% 87

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stonebridge Financial Planning Group's BA Position: Q4 2025 in Review

Stonebridge Financial Planning Group sold out of Boeing (BA) in Q4 2025, closing a stake of 944 shares — an estimated $204K sold.

Stonebridge Financial Planning Group first reported a position in BA in Q4 2019 and held it in 12 quarters. The position peaked at $252K in Q4 2023. 2,535 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Stonebridge Financial Planning Group reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 944 Boeing shares in Q4 2025, an estimated $204K.
  • Stonebridge Financial Planning Group first reported a position in Boeing in Q4 2019 and held it in 12 quarters.
  • Stonebridge Financial Planning Group's Boeing position peaked at $252K in Q4 2023.
  • 2,535 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2025, filed 5 Feb 2026.