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Whalen Wealth Management’s Boeing BA Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-1,251
Closed -$262K – 185
2025
Q2 		$262K Buy
+1,251
New +$236K 0.16% 158
2025
Q1 		– Sell
-4,604
Closed -$815K – 121
2024
Q4 		$815K Buy
+4,604
New +$723K 0.56% 34

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Whalen Wealth Management's BA Position: Q3 2025 in Review

Whalen Wealth Management sold out of Boeing (BA) in Q3 2025, closing a stake of 1,251 shares — an estimated $262K sold.

Whalen Wealth Management first reported a position in BA in Q4 2024 and held it in 2 quarters. The position peaked at $815K in Q4 2024. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Whalen Wealth Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,251 Boeing shares in Q3 2025, an estimated $262K.
  • Whalen Wealth Management first reported a position in Boeing in Q4 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Boeing position peaked at $815K in Q4 2024.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.