BA β€” BOEING CO

Ownership history in MARSHALL & SULLIVAN INC /WA/  Β·  6 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported BOEING CO (BA) in 6 quarterly 13F filings from 2025 Q2 through 2025 Q2. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows BA at 0.05% 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 MARSHALL & SULLIVAN INC /WA/'s position in BOEING CO, 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
2025 Q2

BA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q2

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 MARSHALL & SULLIVAN INC /WA/ held BA β€” position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 518 +55 +11.9% 0.05% $109K 2025-07-11 $226.84
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and BA

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning BA?

MARSHALL & SULLIVAN INC /WA/ reported BA across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported BA position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for BA was 0.05% in 2025 Q2.

What is the latest reported BA position on this page?

The most recent filing on this page is 2025 Q2, when MARSHALL & SULLIVAN INC /WA/ reported 518 shares, equal to 0.05% of portfolio, with an estimated market value of $109K.

What does the chart on this BA ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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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