Wolf Group Capital Advisors’s Boeing BA Stock Holding History

Wolf Group Capital Advisors’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	$369K	Buy	+2,166	New	+$375K	0.12%	114
2024 Q3	–	Sell	-2,163	Closed	-$394K	–	108
2024 Q2	$394K	Buy	+2,163	New	+$386K	0.16%	97
2020 Q1	–	Sell	-1,161	Closed	-$378K	–	75
2019 Q4	$378K	Hold	1,161	–	–	0.25%	59
2019 Q3	$442K	Sell	1,161 -41	-3%	-$14.7K	0.3%	56
2019 Q2	$438K	Buy	1,202 +56	+5%	+$20.4K	0.3%	56
2019 Q1	$437K	Hold	1,146	–	–	0.3%	57
2018 Q4	$370K	Hold	1,146	–	–	0.28%	64
2018 Q3	$426K	Hold	1,146	–	–	0.28%	72
2018 Q2	$384K	Hold	1,146	–	–	0.25%	74
2018 Q1	$376K	Sell	1,146 -48	-4%	-$16.2K	0.25%	82
2017 Q4	$352K	Hold	1,194	–	–	0.22%	91
2017 Q3	$310K	Hold	1,194	–	–	0.22%	87
2017 Q2	$236K	Hold	1,194	–	–	0.18%	85
2017 Q1	$211K	Buy	+1,194	New	+$203K	0.14%	94

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

Wolf Group Capital Advisors's BA Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Boeing (BA) in Q1 2025: 2,166 shares worth $369K. The stake represents 0.12% of the portfolio and ranks #114 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in BA as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in BA in Q1 2017 and has held it in 14 quarters since. The position peaked at $442K in Q3 2019. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

Wolf Group Capital Advisors held 2,166 shares of Boeing worth $369K as of Q1 2025.
Boeing was a new Wolf Group Capital Advisors position in Q1 2025.
Boeing made up 0.12% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #114 holding.
Wolf Group Capital Advisors first reported a position in Boeing in Q1 2017 and has held it in 14 quarters since.
Wolf Group Capital Advisors's Boeing position peaked at $442K in Q3 2019.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.