Ownership history in ACCOUNT MANAGEMENT LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which ACCOUNT MANAGEMENT LLC reported a position in BOEING CO (BA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ACCOUNT MANAGEMENT LLC underperformed the S&P 500 by β1.8% annually on this BA position. Timing score: 33% (1/3 decisions correct). Average cost basis: $194.54. Maximum drawdown during holding period: β16.5%.
β οΈ Trailed SPY by 1.8% ann. on this position.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $177.00 (2024 Q4) Β· Worst: $217.12 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 0 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π ACCOUNT MANAGEMENT LLC has been actively increasing its BA allocation β a bullish signal from insiders.
Currently 0.64% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size