TCM
BA icon

Towercrest Capital Management’s Boeing BA Stock Holding History

Towercrest Capital Management’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
Q1 		– Sell
-1,255
Closed -$222K – 89
2024
Q4 		$222K Buy
+1,255
New +$197K 0.04% 97
2024
Q3 		– Sell
-1,357
Closed -$247K – 102
2024
Q2 		$247K Hold
1,357
– – 0.04% 100
2024
Q1 		$262K Buy
1,357
+67
+5% +$13.8K 0.04% 91
2023
Q4 		$336K Buy
1,290
+9
+0.7% +$1.93K 0.06% 84
2023
Q3 		$246K Buy
1,281
+40
+3% +$8.75K 0.05% 93
2023
Q2 		$262K Buy
1,241
+6
+0.5% +$1.25K 0.05% 92
2023
Q1 		$262K Sell
1,235
-10
-0.8% -$2.08K 0.05% 84
2022
Q4 		$237K Buy
+1,245
New +$204K 0.05% 85
2022
Q2 		– Sell
-1,235
Closed -$237K – 92
2022
Q1 		$237K Hold
1,235
– – 0.05% 88
2021
Q4 		$249K Hold
1,235
– – 0.05% 84
2021
Q3 		$272K Buy
1,235
+5
+0.4% +$1.11K 0.05% 80
2021
Q2 		$295K Hold
1,230
– – 0.06% 72
2021
Q1 		$313K Hold
1,230
– – 0.07% 68
2020
Q4 		$263K Hold
1,230
– – 0.06% 76
2020
Q3 		$203K Hold
1,230
– – 0.05% 79
2020
Q2 		$225K Sell
1,230
-582
-32% -$89.5K 0.06% 72
2020
Q1 		$270K Buy
1,812
+680
+60% +$186K 0.08% 67
2019
Q4 		$369K Hold
1,132
– – 0.09% 59
2019
Q3 		$431K Sell
1,132
-249
-18% -$89K 0.12% 53
2019
Q2 		$502K Buy
1,381
+150
+12% +$54.7K 0.14% 52
2019
Q1 		$469K Buy
1,231
+16
+1% +$6.16K 0.14% 51
2018
Q4 		$392K Sell
1,215
-75
-6% -$25.9K 0.13% 54
2018
Q3 		$480K Hold
1,290
– – 0.14% 56
2018
Q2 		$433K Buy
1,290
+324
+34% +$111K 0.14% 62
2018
Q1 		$317K Hold
966
– – 0.22% 28
2017
Q4 		$285K Buy
966
+2
+0.2% +$541 0.21% 23
2017
Q3 		$245K Buy
+964
New +$225K 0.19% 25

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Towercrest Capital Management's BA Position: Q1 2025 in Review

Towercrest Capital Management sold out of Boeing (BA) in Q1 2025, closing a stake of 1,255 shares — an estimated $222K sold.

Towercrest Capital Management first reported a position in BA in Q3 2017 and held it in 27 quarters. The position peaked at $502K in Q2 2019. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Towercrest Capital Management reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
  • Towercrest Capital Management sold 1,255 Boeing shares in Q1 2025, an estimated $222K.
  • Towercrest Capital Management first reported a position in Boeing in Q3 2017 and held it in 27 quarters.
  • Towercrest Capital Management's Boeing position peaked at $502K in Q2 2019.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Towercrest Capital Management's 13F filing for Q1 2025, filed 8 May 2025.