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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
2020
Q4 		– Sell
-100
Closed -$10K – 120
2020
Q3 		$10K Sell
100
-150
-60% -$25.6K ﹤0.01% 92
2020
Q2 		$407K Buy
250
+150
+150% +$23.1K 0.1% 77
2020
Q1 		$23K Sell
100
-150
-60% -$41.1K 0.01% 89
2019
Q4 		$407K Buy
+250
New +$88.5K 0.1% 77
2014
Q1 		– Sell
-100
Closed -$365K – 107
2013
Q4 		$365K Hold
100
– – 0.08% 76
2013
Q3 		$186K Buy
+100
New +$10.8K 0.05% 84

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $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
Loomis, Sayles & Company
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
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. 2,516 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.
  • 2,516 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.