West Oak Capital’s Boeing BA Stock Holding History

West Oak 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
2025 Q1	–	Sell	-15	Closed	-$27K	–	305
2024 Q4	$27K	Buy	+15	New	+$2.35K	﹤0.01%	270
2024 Q1	–	Sell	-1,941	Closed	-$423K	–	302
2023 Q4	$423K	Buy	1,941 +200	+11%	+$42.8K	0.2%	83
2023 Q3	$334K	Hold	1,741	–	–	0.17%	92
2023 Q2	$368K	Sell	1,741 -112	-6%	-$23.3K	0.18%	92
2023 Q1	$394K	Buy	1,853 +62	+3%	+$12.9K	0.2%	88
2022 Q4	$341K	Sell	1,791 -62	-3%	-$10.1K	0.18%	91
2022 Q3	$224K	Sell	1,853 -4,726	-72%	-$725K	0.12%	110
2022 Q2	$899K	Sell	6,579 -1,032	-14%	-$152K	0.47%	66
2022 Q1	$1.46M	Sell	7,611 -115	-1%	-$23.1K	0.66%	58
2021 Q4	$1.55M	Sell	7,726 -150	-2%	-$31.7K	0.57%	58
2021 Q3	$1.73M	Sell	7,876 -75	-0.9%	-$16.7K	0.67%	55
2021 Q2	$1.91M	Sell	7,951 -352	-4%	-$85.1K	0.75%	53
2021 Q1	$2.12M	Sell	8,303 -96	-1%	-$21.3K	0.9%	43
2020 Q4	$1.8M	Sell	8,399 -680	-7%	-$131K	0.84%	51
2020 Q3	$1.5M	Sell	9,079 -138	-1%	-$23.5K	0.82%	51
2020 Q2	$1.69M	Sell	9,217 -47	-0.5%	-$7.22K	0.96%	44
2020 Q1	$1.38M	Buy	9,264 +7,208	+351%	+$1.97M	0.95%	46
2019 Q4	$670K	Buy	2,056 +52	+3%	+$18.4K	0.38%	70
2019 Q3	$762K	Sell	2,004 -145	-7%	-$51.8K	0.45%	61
2019 Q2	$782K	Hold	2,149	–	–	0.47%	59
2019 Q1	$820K	Buy	2,149 +155	+8%	+$59.7K	0.51%	58
2018 Q4	$643K	Sell	1,994 -50	-2%	-$17.3K	0.46%	64
2018 Q3	$760K	Sell	2,044 -25	-1%	-$8.78K	0.44%	67
2018 Q2	$694K	Buy	2,069 +150	+8%	+$51.6K	0.42%	69
2018 Q1	$629K	Sell	1,919 -255	-12%	-$86.1K	0.37%	71
2017 Q4	$641K	Sell	2,174 -15	-0.7%	-$4.06K	0.39%	71
2017 Q3	$556K	Sell	2,189 -50	-2%	-$11.7K	0.33%	80
2017 Q2	$443K	Sell	2,239 -50	-2%	-$9.31K	0.27%	87
2017 Q1	$405K	Hold	2,289	–	–	0.25%	88
2016 Q4	$356K	Sell	2,289 -170	-7%	-$24.8K	0.24%	90
2016 Q3	$324K	Sell	2,459 -1,685	-41%	-$222K	0.22%	94
2016 Q2	$538K	Sell	4,144 -100	-2%	-$13K	0.39%	73
2016 Q1	$539K	Sell	4,244 -50	-1%	-$6.21K	0.41%	72
2015 Q4	$621K	Sell	4,294 -50	-1%	-$7.2K	0.48%	63
2015 Q3	$569K	Sell	4,344 -25	-0.6%	-$3.47K	0.46%	66
2015 Q2	$606K	Buy	4,369 +70	+2%	+$10.2K	0.45%	65
2015 Q1	$645K	Hold	4,299	–	–	0.47%	66
2014 Q4	$559K	Hold	4,299	–	–	0.41%	69
2014 Q3	$548K	Hold	4,299	–	–	0.41%	69
2014 Q2	$547K	Sell	4,299 -50	-1%	-$6.53K	0.4%	68
2014 Q1	$546K	Sell	4,349 -100	-2%	-$13K	0.4%	69
2013 Q4	$607K	Sell	4,449 -25	-0.6%	-$3.25K	0.45%	67
2013 Q3	$526K	Buy	4,474 +100	+2%	+$10.8K	0.41%	70
2013 Q2	$448K	Buy	+4,374	New	+$416K	0.37%	70

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

West Oak Capital's BA Position: Q1 2025 in Review

West Oak Capital sold out of Boeing (BA) in Q1 2025, closing a stake of 15 shares — an estimated $27K sold.

West Oak Capital first reported a position in BA in Q2 2013 and held it in 44 quarters. The position peaked at $2.12M in Q1 2021. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

West Oak Capital reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
West Oak Capital sold 15 Boeing shares in Q1 2025, an estimated $27K.
West Oak Capital first reported a position in Boeing in Q2 2013 and held it in 44 quarters.
West Oak Capital's Boeing position peaked at $2.12M in Q1 2021.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on West Oak Capital's 13F filing for Q1 2025, filed 16 Apr 2025.