WJ Wealth Management’s Boeing BA Stock Holding History

WJ 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	-1,200	Closed	-$251K	–	72
2025 Q2	$251K	Buy	+1,200	New	+$227K	0.08%	86
2024 Q2	–	Sell	-3,050	Closed	-$589K	–	78
2024 Q1	$589K	Sell	3,050 -6,020	-66%	-$1.24M	0.23%	51
2023 Q4	$2.36M	Hold	9,070	–	–	1.03%	27
2023 Q3	$1.74M	Hold	9,070	–	–	0.84%	27
2023 Q2	$1.92M	Buy	9,070 +4,535	+100%	+$942K	0.91%	25
2023 Q1	$963K	Sell	4,535 -4,409	-49%	-$916K	0.65%	28
2022 Q4	$1.7M	Buy	+8,944	New	+$1.46M	0.99%	20
2022 Q2	–	Sell	-4,807	Closed	-$921K	–	49
2022 Q1	$921K	Hold	4,807	–	–	0.61%	21
2021 Q4	$967K	Buy	4,807 +2,230	+87%	+$471K	0.58%	27
2021 Q3	$566K	Hold	2,577	–	–	0.38%	34
2021 Q2	$617K	Buy	2,577 +1,187	+85%	+$287K	1.91%	14
2021 Q1	$354K	Sell	1,390 -2	-0.1%	-$445	1.1%	26
2020 Q4	$298K	Buy	+1,392	New	+$268K	0.93%	28
2020 Q3	–	Sell	-1,882	Closed	-$345K	–	33
2020 Q2	$345K	Buy	+1,882	New	+$289K	0.24%	37
2020 Q1	–	Sell	-3,676	Closed	-$1.2M	–	24
2019 Q4	$1.2M	Buy	+3,676	New	+$1.3M	3.02%	10

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

WJ Wealth Management sold out of Boeing (BA) in Q3 2025, closing a stake of 1,200 shares — an estimated $251K sold.

WJ Wealth Management first reported a position in BA in Q4 2019 and held it in 15 quarters. The position peaked at $2.36M in Q4 2023. 2,378 funds tracked by Wall St. Rank hold BA as of Q3 2025.

WJ Wealth Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 1,200 Boeing shares in Q3 2025, an estimated $251K.
WJ Wealth Management first reported a position in Boeing in Q4 2019 and held it in 15 quarters.
WJ Wealth Management's Boeing position peaked at $2.36M in Q4 2023.
2,378 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.