BA β€” BOEING CO

Ownership history in Sather Financial Group Inc  Β·  6 quarters on record

AI Ownership Summary

Sather Financial Group Inc reported BOEING CO (BA) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.84% in 2025 Q4. The latest visible filing shows BA at 2.84% 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.

What this BA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sather Financial Group Inc'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 Q4

BA was reported at 2.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.84% in 2025 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 2025 Q4

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 Sather Financial Group Inc held BA β€” position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 243,430 +7,326 +3.1% 2.84% $52.9M 2026-02-14 (Est.) $242.96
2025 Q3 ADDED 236,104 +11,030 +4.9% 2.77% $51.0M 2025-10-22 $216.59
2025 Q2 ADDED 225,074 +37,354 +19.9% 2.77% $47.2M 2025-07-25 $233.06
2025 Q1 ADDED 187,720 +35,544 +23.4% 2.09% $32.0M 2025-05-07 $185.56
2024 Q4 ADDED 152,176 +151,278 +16846.1% 1.69% $26.9M 2025-01-29 $173.66
2023 Q4 INITIATED 898 β€” β€” 0.02% $234K 2024-01-26 $205.47

FAQ About Sather Financial Group Inc and BA

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

How long has Sather Financial Group Inc reported owning BA?

Sather Financial Group Inc reported BA across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BA position in Sather Financial Group Inc's portfolio?

The largest reported portfolio weight for BA was 2.84% in 2025 Q4.

What is the latest reported BA position on this page?

The most recent filing on this page is 2025 Q4, when Sather Financial Group Inc reported 243,430 shares, equal to 2.84% of portfolio, with an estimated market value of $52.9M.

What does the chart on this BA ownership page compare?

The chart compares Sather Financial Group Inc'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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