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Westwood Holdings Group’s Boeing BA Stock Holding History

Westwood Holdings Group’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 		$2.97M Sell
14,909
-569
-4% -$130K 0.02% 306
2025
Q4 		$3.36M Buy
15,478
+2,989
+24% +$615K 0.03% 298
2025
Q3 		$2.69M Buy
12,489
+4,217
+51% +$951K 0.02% 321
2025
Q2 		$1.73M Buy
+8,272
New +$1.56M 0.01% 344
2024
Q1 		– Sell
-8,542
Closed -$2.23M – 464
2023
Q4 		$2.23M Sell
8,542
-6,619
-44% -$1.42M 0.02% 296
2023
Q3 		$2.91M Buy
15,161
+4,831
+47% +$1.06M 0.03% 275
2023
Q2 		$2.18M Buy
10,330
+3,061
+42% +$636K 0.02% 294
2023
Q1 		$1.54M Sell
7,269
-13,112
-64% -$2.72M 0.01% 321
2022
Q4 		$3.88M Buy
20,381
+4,358
+27% +$713K 0.03% 263
2022
Q3 		$1.94M Sell
16,023
-13,464
-46% -$2.07M 0.02% 268
2022
Q2 		$4.03M Sell
29,487
-11,551
-28% -$1.7M 0.04% 237
2022
Q1 		$7.86M Sell
41,038
-16,030
-28% -$3.22M 0.07% 208
2021
Q4 		$11.5M Buy
57,068
+20,243
+55% +$4.28M 0.1% 187
2021
Q3 		$8.1M Buy
36,825
+6,685
+22% +$1.49M 0.09% 198
2021
Q2 		$7.22M Sell
30,140
-1,556
-5% -$376K 0.07% 205
2021
Q1 		$8.07M Buy
31,696
+3,168
+11% +$704K 0.08% 219
2020
Q4 		$6.11M Buy
28,528
+9,102
+47% +$1.75M 0.07% 222
2020
Q3 		$3.21M Sell
19,426
-4
-0% -$682 0.04% 258
2020
Q2 		$3.56M Buy
19,430
+8,822
+83% +$1.36M 0.05% 259
2020
Q1 		$1.58M Sell
10,608
-187,172
-95% -$51.2M 0.02% 281
2019
Q4 		$64.4M Buy
197,780
+20,825
+12% +$7.37M 0.69% 39
2019
Q3 		$67.3M Sell
176,955
-2,015
-1% -$720K 0.74% 37
2019
Q2 		$65.1M Buy
178,970
+10,593
+6% +$3.86M 0.71% 39
2019
Q1 		$64.2M Sell
168,377
-34,801
-17% -$13.4M 0.67% 45
2018
Q4 		$65.5M Sell
203,178
-9,367
-4% -$3.24M 0.75% 39
2018
Q3 		$79M Sell
212,545
-43,002
-17% -$15.1M 0.69% 43
2018
Q2 		$85.7M Sell
255,547
-25,085
-9% -$8.63M 0.72% 42
2018
Q1 		$92M Sell
280,632
-258,241
-48% -$87.2M 0.75% 34
2017
Q4 		$159M Sell
538,873
-55,792
-9% -$15.1M 1.2% 21
2017
Q3 		$151M Sell
594,665
-133,664
-18% -$31.2M 1.2% 20
2017
Q2 		$144M Sell
728,329
-119,008
-14% -$22.2M 1.18% 20
2017
Q1 		$150M Sell
847,337
-55,398
-6% -$9.44M 1.22% 20
2016
Q4 		$141M Sell
902,735
-18,870
-2% -$2.76M 1.15% 21
2016
Q3 		$121M Buy
921,605
+13,165
+1% +$1.73M 1.03% 20
2016
Q2 		$118M Sell
908,440
-28,761
-3% -$3.75M 1.05% 21
2016
Q1 		$119M Sell
937,201
-37,802
-4% -$4.69M 1.03% 20
2015
Q4 		$141M Sell
975,003
-18,205
-2% -$2.62M 1.22% 17
2015
Q3 		$130M Buy
993,208
+3,495
+0.4% +$485K 1.13% 18
2015
Q2 		$137M Buy
989,713
+29,924
+3% +$4.36M 1.03% 18
2015
Q1 		$144M Sell
959,789
-219,640
-19% -$32M 1.1% 17
2014
Q4 		$153M Buy
1,179,429
+15,941
+1% +$2.02M 1.18% 18
2014
Q3 		$148M Buy
1,163,488
+408,768
+54% +$51.5M 1.17% 19
2014
Q2 		$96M Buy
754,720
+14,399
+2% +$1.88M 0.71% 50
2014
Q1 		$92.9M Sell
740,321
-27,416
-4% -$3.57M 0.71% 52
2013
Q4 		$105M Sell
767,737
-75,128
-9% -$9.77M 0.8% 47
2013
Q3 		$99M Sell
842,865
-25,875
-3% -$2.79M 0.84% 42
2013
Q2 		$89M Buy
+868,740
New +$82.5M 0.78% 44

Other funds holding BA

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Westwood Holdings Group's BA Position: Q1 2026 in Review

Westwood Holdings Group reduced its Boeing (BA) stake by 3.7% in Q1 2026, selling an estimated $130K and leaving 14,909 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #306.

Westwood Holdings Group first reported a position in BA in Q2 2013 and has held it in 47 quarters since. The position peaked at $159M in Q4 2017. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Westwood Holdings Group held 14,909 shares of Boeing worth $2.97M as of Q1 2026.
  • Westwood Holdings Group sold 569 Boeing shares in Q1 2026, an estimated $130K.
  • Boeing made up 0.02% of Westwood Holdings Group's portfolio in Q1 2026, its #306 holding.
  • Westwood Holdings Group first reported a position in Boeing in Q2 2013 and has held it in 47 quarters since.
  • Westwood Holdings Group's Boeing position peaked at $159M in Q4 2017.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.