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tru Independence’s Boeing BA Stock Holding History

tru Independence’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
2026
Q1 		– Sell
-31,079
Closed -$6.75M – 105
2025
Q4 		$6.75M Sell
31,079
-580
-2% -$119K 1.7% 15
2025
Q3 		$6.83M Sell
31,659
-38
-0.1% -$8.57K 1.78% 14
2025
Q2 		$6.64M Sell
31,697
-556
-2% -$105K 1.92% 13
2025
Q1 		$5.5M Buy
32,253
+1,025
+3% +$177K 1.71% 17
2024
Q4 		$5.53M Sell
31,228
-1,951
-6% -$306K 1.74% 22
2024
Q3 		$5.04M Sell
33,179
-582
-2% -$99.8K 1.48% 31
2024
Q2 		$6.14M Buy
33,761
+43
+0.1% +$7.66K 1.86% 19
2024
Q1 		$6.51M Sell
33,718
-258
-0.8% -$53K 1.92% 16
2023
Q4 		$8.86M Sell
33,976
-380
-1% -$81.3K 2.69% 3
2023
Q3 		$6.59M Sell
34,356
-1,907
-5% -$417K 2.28% 4
2023
Q2 		$7.66M Buy
36,263
+708
+2% +$147K 2.52% 5
2023
Q1 		$7.55M Sell
35,555
-1,567
-4% -$326K 2.43% 4
2022
Q4 		$7.07M Sell
37,122
-68
-0.2% -$11.1K 2.29% 3
2022
Q3 		$4.5M Buy
37,190
+263
+0.7% +$40.3K 1.59% 34
2022
Q2 		$5.05M Buy
36,927
+3,318
+10% +$489K 1.62% 30
2022
Q1 		$6.44M Buy
33,609
+2,345
+8% +$471K 1.74% 15
2021
Q4 		$6.29M Buy
31,264
+87
+0.3% +$18.4K 1.72% 19
2021
Q3 		$6.86M Sell
31,177
-104
-0.3% -$23.2K 1.92% 5
2021
Q2 		$7.49M Buy
31,281
+7
+0% +$1.69K 2.21% 5
2021
Q1 		$7.97M Buy
31,274
+28,691
+1,111% +$6.38M 1.51% 10
2020
Q4 		$553 Sell
2,583
-30,670
-92% -$5.9M ﹤0.01% 377
2020
Q3 		$5.5M Buy
33,253
+8,799
+36% +$1.5M 1.56% 18
2020
Q2 		$4.48M Buy
24,454
+1,284
+6% +$197K 0.65% 36
2020
Q1 		$3.46M Sell
23,170
-11,850
-34% -$3.24M 0.56% 46
2019
Q4 		$7.82M Buy
+35,020
New +$12.4M 1.12% 26

Other funds holding BA

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

tru Independence's BA Position: Q1 2026 in Review

tru Independence sold out of Boeing (BA) in Q1 2026, closing a stake of 31,079 shares — an estimated $6.75M sold.

tru Independence first reported a position in BA in Q4 2019 and held it in 25 quarters. The position peaked at $8.86M in Q4 2023. 2,524 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • tru Independence reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • tru Independence sold 31,079 Boeing shares in Q1 2026, an estimated $6.75M.
  • tru Independence first reported a position in Boeing in Q4 2019 and held it in 25 quarters.
  • tru Independence's Boeing position peaked at $8.86M in Q4 2023.
  • 2,524 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.