BA — BOEING COMPANY

Ownership history in IBEX WEALTH ADVISORS  ·  3 quarters on record

This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in BOEING COMPANY (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
0.48% (2025 Q2)
Avg. % of fund
0.32%
First filed
2016 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 22,894 +1,447 +6.7% 0.47% $4.9M $215.83
2025 Q2 ADDED 21,447 +21,240 +10260.9% 0.48% $4.5M $209.53
2016 Q4 INITIATED 207 — — 0.02% $33K —
% of Fund (quarterly)    BA price (monthly, adj. close)

Other funds also holding BA

As of 2025 Q4 — sorted by position size

KING STREET CAPITAL MANAGEMENT, L.P. 3Y 7Y 19.9% Newport Trust Company, LLC 3Y 7Y 15.32% Spectrum Financial Alliance Ltd LLC 3Y 7Y 13.84% Westend Capital Management, LLC 3Y 7Y 8.78% Pentwater Capital Management LP 3Y 7Y 7.54% Sender Co & Partners, Inc. 3Y 7.16% Pentwater Capital Management LP 3Y 7Y 6.26% CMG Global Holdings, LLC 3Y 5.9% Avantyr Capital Partners, LP 5.5% Prospect Financial Services LLC 5.33%
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