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WMS Partners’s Boeing BA Stock Holding History

WMS Partners’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
-2,169
Closed -$384K – 33
2024
Q4 		$384K Buy
2,169
+19
+0.9% +$2.98K 0.02% 215
2024
Q3 		$327K Buy
2,150
+303
+16% +$52K 0.02% 218
2024
Q2 		$336K Buy
1,847
+269
+17% +$47.9K 0.02% 190
2024
Q1 		$304K Buy
1,578
+59
+4% +$12.1K 0.02% 212
2023
Q4 		$396K Sell
1,519
-679
-31% -$145K 0.03% 178
2023
Q3 		$421K Sell
2,198
-64
-3% -$14K 0.03% 166
2023
Q2 		$478K Sell
2,262
-65
-3% -$13.5K 0.04% 166
2023
Q1 		$494K Sell
2,327
-44
-2% -$9.14K 0.04% 154
2022
Q4 		$452K Buy
2,371
+44
+2% +$7.2K 0.04% 167
2022
Q3 		$282K Sell
2,327
-269
-10% -$41.3K 0.04% 192
2022
Q2 		$355K Sell
2,596
-37
-1% -$5.46K 0.06% 169
2022
Q1 		$504K Buy
2,633
+164
+7% +$32.9K 0.07% 138
2021
Q4 		$497K Sell
2,469
-41
-2% -$8.66K 0.11% 121
2021
Q3 		$552K Sell
2,510
-50
-2% -$11.2K 0.08% 135
2021
Q2 		$613K Sell
2,560
-115
-4% -$27.8K 0.09% 122
2021
Q1 		$681K Hold
2,675
– – 0.16% 92
2020
Q4 		$573K Sell
2,675
-96
-3% -$18.5K 0.1% 109
2020
Q3 		$458K Sell
2,771
-1
-0% -$170 0.09% 126
2020
Q2 		$508K Sell
2,772
-334
-11% -$51.3K 0.11% 104
2020
Q1 		$463K Buy
3,106
+808
+35% +$221K 0.13% 94
2019
Q4 		$749K Sell
2,298
-30
-1% -$10.6K 0.17% 80
2019
Q3 		$886K Buy
2,328
+16
+0.7% +$5.72K 0.21% 65
2019
Q2 		$841K Buy
2,312
+56
+2% +$20.4K 0.21% 71
2019
Q1 		$860K Sell
2,256
-95
-4% -$36.6K 0.21% 70
2018
Q4 		$758K Sell
2,351
-100
-4% -$34.5K 0.21% 67
2018
Q3 		$911K Sell
2,451
-162
-6% -$56.9K 0.1% 84
2018
Q2 		$877K Sell
2,613
-113
-4% -$38.9K 0.1% 86
2018
Q1 		$894K Sell
2,726
-19
-0.7% -$6.42K 0.11% 79
2017
Q4 		$810K Sell
2,745
-16
-0.6% -$4.33K 0.09% 91
2017
Q3 		$702K Sell
2,761
-182
-6% -$42.4K 0.08% 101
2017
Q2 		$582K Buy
2,943
+148
+5% +$27.6K 0.07% 110
2017
Q1 		$494K Buy
2,795
+37
+1% +$6.3K 0.06% 115
2016
Q4 		$429K Sell
2,758
-356
-11% -$52K 0.06% 120
2016
Q3 		$410K Buy
3,114
+846
+37% +$111K 0.05% 127
2016
Q2 		$295K Buy
2,268
+464
+26% +$60.5K 0.04% 161
2016
Q1 		$229K Hold
1,804
– – 0.03% 180
2015
Q4 		$261K Hold
1,804
– – 0.04% 173
2015
Q3 		$236K Sell
1,804
-1,150
-39% -$160K 0.04% 178
2015
Q2 		$410K Buy
2,954
+4
+0.1% +$583 0.05% 193
2015
Q1 		$443K Buy
2,950
+1,368
+86% +$199K 0.05% 169
2014
Q4 		$206K Buy
+1,582
New +$201K 0.03% 200
2014
Q3 		– Sell
-1,632
Closed -$208K – 236
2014
Q2 		$208K Sell
1,632
-44
-3% -$5.74K 0.03% 231
2014
Q1 		$210K Buy
1,676
+171
+11% +$22.3K 0.03% 230
2013
Q4 		$206K Buy
+1,505
New +$196K 0.03% 220

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

WMS Partners's BA Position: Q1 2025 in Review

WMS Partners sold out of Boeing (BA) in Q1 2025, closing a stake of 2,169 shares — an estimated $384K sold.

WMS Partners first reported a position in BA in Q4 2013 and held it in 44 quarters. The position peaked at $911K in Q3 2018. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • WMS Partners reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 2,169 Boeing shares in Q1 2025, an estimated $384K.
  • WMS Partners first reported a position in Boeing in Q4 2013 and held it in 44 quarters.
  • WMS Partners's Boeing position peaked at $911K in Q3 2018.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.