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WealthTrak Capital Management’s Boeing BA Stock Holding History

WealthTrak 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
Q3 		– Sell
-463
Closed -$97K – 161
2025
Q2 		$97K Buy
463
+157
+51% +$29.7K 0.08% 92
2025
Q1 		$52.2K Buy
306
+205
+203% +$35.5K 0.05% 101
2024
Q4 		$17.9K Buy
+101
New +$15.8K 0.02% 138

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

WealthTrak Capital Management's BA Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Boeing (BA) in Q3 2025, closing a stake of 463 shares — an estimated $97K sold.

WealthTrak Capital Management first reported a position in BA in Q4 2024 and held it in 3 quarters. The position peaked at $97K in Q2 2025. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 463 Boeing shares in Q3 2025, an estimated $97K.
  • WealthTrak Capital Management first reported a position in Boeing in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Boeing position peaked at $97K in Q2 2025.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.