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Wood Tarver Financial Group’s Boeing BA Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-322
Closed -$67K – 195
2025
Q2 		$67K Sell
322
-117
-27% -$22.1K 0.02% 261
2025
Q1 		$74.9K Buy
439
+55
+14% +$9.52K 0.02% 229
2024
Q4 		$67K Buy
+384
New +$60.3K 0.02% 238

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

Wood Tarver Financial Group's BA Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Boeing (BA) in Q3 2025, closing a stake of 322 shares — an estimated $67K sold.

Wood Tarver Financial Group first reported a position in BA in Q4 2024 and held it in 3 quarters. The position peaked at $74.9K in Q1 2025. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 322 Boeing shares in Q3 2025, an estimated $67K.
  • Wood Tarver Financial Group first reported a position in Boeing in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Boeing position peaked at $74.9K in Q1 2025.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.