West Family Investments’s Boeing BA Stock Holding History

West Family Investments’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	$513K	Sell	2,578 -716	-22%	-$163K	0.18%	105
2025 Q4	$715K	Sell	3,294 -488	-13%	-$100K	0.17%	122
2025 Q3	$816K	Buy	3,782 +591	+19%	+$133K	0.18%	109
2025 Q2	$669K	Buy	3,191 +842	+36%	+$159K	0.17%	122
2025 Q1	$401K	Hold	2,349	–	–	0.15%	136
2024 Q4	$416K	Buy	+2,349	New	+$369K	0.14%	143
2024 Q2	–	Sell	-1,375	Closed	-$265K	–	254
2024 Q1	$265K	Buy	1,375 +299	+28%	+$61.4K	0.08%	200
2023 Q4	$280K	Hold	1,076	–	–	0.1%	167
2023 Q3	$206K	Hold	1,076	–	–	0.07%	210
2023 Q2	$227K	Buy	+1,076	New	+$224K	0.09%	203
2023 Q1	–	Sell	-1,076	Closed	-$205K	–	212
2022 Q4	$205K	Buy	+1,076	New	+$176K	0.07%	214
2021 Q3	–	Sell	-1,387	Closed	-$332K	–	338
2021 Q2	$332K	Sell	1,387 -23,626	-94%	-$5.71M	0.09%	209
2021 Q1	$6.37M	Buy	25,013 +10,013	+67%	+$2.23M	2.32%	12
2020 Q4	$3.21K	Hold	15,000	–	–	0.98%	28
2020 Q3	$2.48M	Buy	+15,000	New	+$2.56M	0.93%	29
2020 Q2	–	Sell	-15,000	Closed	-$2.31M	–	91
2020 Q1	$2.24M	Buy	+15,000	New	+$4.11M	0.89%	32

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 Family Investments's BA Position: Q1 2026 in Review

West Family Investments reduced its Boeing (BA) stake by 22% in Q1 2026, selling an estimated $163K and leaving 2,578 shares worth $513K. The position accounts for 0.18% of the portfolio, ranked #105.

West Family Investments first reported a position in BA in Q1 2020 and has held it in 16 quarters since. The position peaked at $6.37M in Q1 2021. 2,508 funds tracked by Wall St. Rank hold BA as of Q1 2026.

West Family Investments held 2,578 shares of Boeing worth $513K as of Q1 2026.
West Family Investments sold 716 Boeing shares in Q1 2026, an estimated $163K.
Boeing made up 0.18% of West Family Investments's portfolio in Q1 2026, its #105 holding.
West Family Investments first reported a position in Boeing in Q1 2020 and has held it in 16 quarters since.
West Family Investments's Boeing position peaked at $6.37M in Q1 2021.
2,508 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.