BA Boeing

Ownership history in JACOBS & CO/CA  ·  87 quarters on record

AI Ownership Summary

JACOBS & CO/CA reported Boeing (BA) in 87 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.68% in 2023 Q4. The latest visible filing shows BA at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS & CO/CA's position in Boeing, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BA was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JACOBS & CO/CA held BA — position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 54,003 -703 -1.3% 1.06% $11K 2026-04-07 $210.00
2025 Q4 REDUCED 54,706 -3,684 -6.3% 1.12% $11.9M 2026-01-05 $228.13
2025 Q3 ADDED 58,390 +259 +0.4% 1.21% $12.6M 2025-10-01 $215.20
2025 Q2 REDUCED 58,131 -353 -0.6% 1.21% $12.2M 2025-07-02 $212.03
2025 Q1 ADDED 58,484 +743 +1.3% 1.06% $10.0M 2025-04-03 $150.91
2024 Q4 REDUCED 57,741 -2,051 -3.4% 1.04% $10.2M 2025-01-10 $172.00
2024 Q3 REDUCED 59,792 -636 -1.1% 0.91% $9.1M 2024-10-01 $154.22
2024 Q2 REDUCED 60,428 -42 -0.1% 1.15% $11.0M 2024-07-12 $182.31
2024 Q1 ADDED 60,470 +3,737 +6.6% 1.24% $11.7M 2024-04-12 $169.55
2023 Q4 REDUCED 56,733 -480 -0.8% 1.68% $14.8M 2024-01-18 $211.61
77 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JACOBS & CO/CA and BA

These are the practical questions this page is built to answer before you even open the full history table.

How long has JACOBS & CO/CA reported owning BA?

JACOBS & CO/CA reported BA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BA position in JACOBS & CO/CA's portfolio?

The largest reported portfolio weight for BA was 1.68% in 2023 Q4.

What is the latest reported BA position on this page?

The most recent filing on this page is 2026 Q1, when JACOBS & CO/CA reported 54,003 shares, equal to 1.06% of portfolio, with an estimated market value of $11K.

What does the chart on this BA ownership page compare?

The chart compares JACOBS & CO/CA's quarterly BA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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