West Branch Capital’s Boeing BA Stock Holding History

West Branch Capital’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	-2,000	Closed	-$434K	–	383
2025 Q4	$434K	Sell	2,000 -2,000	-50%	-$411K	0.11%	61
2025 Q3	$863K	Hold	4,000	–	–	0.23%	49
2025 Q2	$838K	Buy	4,000 +3,000	+300%	+$567K	0.25%	50
2025 Q1	$171K	Buy	+1,000	New	+$173K	0.06%	87
2024 Q4	–	Sell	-4	Closed	-$609	–	553
2024 Q3	$609	Buy	+4	New	+$686	﹤0.01%	408
2020 Q1	–	Sell	-9,365	Closed	-$3.05M	–	76
2019 Q4	$3.05M	Sell	9,365 -2,678	-22%	-$948K	2.12%	12
2019 Q3	$4.53M	Sell	12,043 -931	-7%	-$333K	3.35%	8
2019 Q2	$4.72M	Sell	12,974 -20	-0.2%	-$7.29K	3.9%	5
2019 Q1	$4.96M	Buy	12,994 +466	+4%	+$179K	4.44%	4
2018 Q4	$4.04M	Sell	12,528 -388	-3%	-$134K	4.26%	6
2018 Q3	$4.8M	Buy	12,916 +93	+0.7%	+$32.7K	3.56%	6
2018 Q2	$4.3M	Buy	12,823 +2,807	+28%	+$966K	3.39%	5
2018 Q1	$3.28M	Buy	+10,016	New	+$3.38M	3.61%	6

Other funds holding BA

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

West Branch Capital's BA Position: Q1 2026 in Review

West Branch Capital sold out of Boeing (BA) in Q1 2026, closing a stake of 2,000 shares — an estimated $434K sold.

West Branch Capital first reported a position in BA in Q1 2018 and held it in 13 quarters. The position peaked at $4.96M in Q1 2019. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

West Branch Capital reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 2,000 Boeing shares in Q1 2026, an estimated $434K.
West Branch Capital first reported a position in Boeing in Q1 2018 and held it in 13 quarters.
West Branch Capital's Boeing position peaked at $4.96M in Q1 2019.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.