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Waverton Investment Management’s Boeing BA Stock Holding History

Waverton Investment 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
Q4 		– Sell
-1,900
Closed -$410K – 11
2025
Q3 		$410K Sell
1,900
-2,150
-53% -$485K 0.01% 83
2025
Q2 		$848K Buy
+4,050
New +$765K 0.01% 75
2015
Q4 		– Sell
-232,439
Closed -$30.4M – 112
2015
Q3 		$30.4M Sell
232,439
-831
-0.4% -$115K 2.44% 12
2015
Q2 		$32.4M Sell
233,270
-3,870
-2% -$564K 2.4% 12
2015
Q1 		$35.6M Sell
237,140
-6,879
-3% -$1M 2.55% 13
2014
Q4 		$31.7M Sell
244,019
-8,433
-3% -$1.07M 2.19% 16
2014
Q3 		$32.2M Sell
252,452
-2,243
-0.9% -$283K 2.21% 14
2014
Q2 		$32.4M Buy
+254,695
New +$33.2M 2.12% 16
2014
Q1 		– Sell
-207,656
Closed -$28.3M – 164
2013
Q4 		$28.3M Buy
+207,656
New +$27M 1.45% 23

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

Waverton Investment Management's BA Position: Q4 2025 in Review

Waverton Investment Management sold out of Boeing (BA) in Q4 2025, closing a stake of 1,900 shares — an estimated $410K sold.

Waverton Investment Management first reported a position in BA in Q4 2013 and held it in 9 quarters. The position peaked at $35.6M in Q1 2015. 2,535 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Waverton Investment Management reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 1,900 Boeing shares in Q4 2025, an estimated $410K.
  • Waverton Investment Management first reported a position in Boeing in Q4 2013 and held it in 9 quarters.
  • Waverton Investment Management's Boeing position peaked at $35.6M in Q1 2015.
  • 2,535 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.