BA BOEING CO

Ownership history in Core Wealth Partners LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Core Wealth Partners 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
2.96% (2023 Q4)
Avg. % of fund
1.69%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 14,326 0% 1.40% $3.1M $217.12
2025 Q3 ADDED 14,326 +67 +0.5% 1.42% $3.1M $215.83
2025 Q2 REDUCED 14,259 -1 -0.0% 1.52% $3.0M $209.53
2025 Q1 ADDED 14,260 +80 +0.6% 1.41% $2.4M $170.55
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BA price (monthly, adj. close)
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