BA — BOEING CO

Ownership history in Marks Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, 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
0.1% (2025 Q2)
Avg. % of fund
0.09%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,221 -200 -14.1% 0.09% $265K $217.12
2025 Q3 UNCHANGED 1,421 — 0% 0.09% $307K $215.83
2025 Q2 ADDED 1,421 +200 +16.4% 0.10% $298K $209.53
2025 Q1 INITIATED 1,221 — — 0.08% $208K $170.55
% 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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