US Financial Advisors’s Boeing BA Stock Holding History

US Financial Advisors’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	$349K	Buy	+2,047	New	+$354K	0.1%	68
2022 Q4	–	Sell	-2,224	Closed	-$269K	–	73
2022 Q3	$269K	Buy	2,224 +115	+5%	+$17.6K	0.15%	44
2022 Q2	$288K	Buy	2,109 +6	+0.3%	+$885	0.16%	42
2022 Q1	$403K	Sell	2,103 -6	-0.3%	-$1.2K	0.19%	40
2021 Q4	$425K	Hold	2,109	–	–	0.19%	38
2021 Q3	$464K	Hold	2,109	–	–	0.23%	35
2021 Q2	$505K	Sell	2,109 -2,081	-50%	-$503K	0.25%	33
2021 Q1	$1.07M	Sell	4,190 -134	-3%	-$29.8K	0.3%	56
2020 Q4	$926K	Buy	+4,324	New	+$831K	0.28%	51
2016 Q2	$217K	Buy	1,710 +25	+1%	+$3.26K	0.44%	41
2016 Q1	$214K	Hold	1,685	–	–	0.37%	43
2015 Q4	$244K	Sell	1,685 -277	-14%	-$39.9K	0.23%	58
2015 Q3	$257K	Hold	1,962	–	–	0.43%	46
2015 Q2	$272K	Hold	1,962	–	–	0.26%	45
2015 Q1	$294K	Hold	1,962	–	–	0.27%	44
2014 Q4	$255K	Buy	+1,962	New	+$249K	0.23%	49

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

US Financial Advisors's BA Position: Q1 2025 in Review

US Financial Advisors opened a new position in Boeing (BA) in Q1 2025: 2,047 shares worth $349K. The stake represents 0.1% of the portfolio and ranks #68 among its holdings. This is a return to the name: US Financial Advisors previously reported a position in BA as recently as Q3 2022.

US Financial Advisors first reported a position in BA in Q4 2014 and has held it in 16 quarters since. The position peaked at $1.07M in Q1 2021. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

US Financial Advisors held 2,047 shares of Boeing worth $349K as of Q1 2025.
Boeing was a new US Financial Advisors position in Q1 2025.
Boeing made up 0.1% of US Financial Advisors's portfolio in Q1 2025, its #68 holding.
US Financial Advisors first reported a position in Boeing in Q4 2014 and has held it in 16 quarters since.
US Financial Advisors's Boeing position peaked at $1.07M in Q1 2021.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.