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Strategic Financial Concepts’s Boeing BA Stock Holding History

Strategic Financial Concepts’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
-1,214
Closed -$262K – 135
2025
Q3 		$262K Sell
1,214
-1,137
-48% -$256K 0.04% 217
2025
Q2 		$493K Buy
2,351
+1,050
+81% +$198K 0.07% 148
2025
Q1 		$222K Buy
+1,301
New +$225K 0.04% 301
2024
Q3 		– Sell
-22,612
Closed -$137K – 278
2024
Q2 		$137K Buy
+22,612
New +$4.03M 0.08% 156

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

Strategic Financial Concepts's BA Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Boeing (BA) in Q4 2025, closing a stake of 1,214 shares — an estimated $262K sold.

Strategic Financial Concepts first reported a position in BA in Q2 2024 and held it in 4 quarters. The position peaked at $493K in Q2 2025. 2,528 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,214 Boeing shares in Q4 2025, an estimated $262K.
  • Strategic Financial Concepts first reported a position in Boeing in Q2 2024 and held it in 4 quarters.
  • Strategic Financial Concepts's Boeing position peaked at $493K in Q2 2025.
  • 2,528 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.