BA β€” BOEING CO

Ownership history in Tyler-Stone Wealth Management  Β·  13 quarters on record

AI Ownership Summary

Tyler-Stone Wealth Management reported BOEING CO (BA) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows BA at 0.04% 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 Tyler-Stone Wealth Management'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 Q1

BA was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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 2025 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 Tyler-Stone Wealth Management 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 Q1 REDUCED 1,237 -321 -20.6% 0.04% $211K 2025-05-13 $203.42
2024 Q4 ADDED 1,558 +100 +6.9% 0.05% $276K 2025-02-12 $186.25
2024 Q3 ADDED 1,458 +465 +46.8% 0.04% $222K 2024-11-04 $155.07
2024 Q2 REDUCED 993 -20 -2.0% 0.07% $181K 2024-08-14 $168.50
2024 Q1 UNCHANGED 1,013 β€” 0% 0.09% $196K 2024-05-15 $176.99
2023 Q4 REDUCED 1,013 -8 -0.8% 0.13% $264K 2024-02-14 $203.38
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Tyler-Stone Wealth Management and BA

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

How long has Tyler-Stone Wealth Management reported owning BA?

Tyler-Stone Wealth Management reported BA across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported BA position in Tyler-Stone Wealth Management's portfolio?

The largest reported portfolio weight for BA was 0.13% in 2023 Q4.

What is the latest reported BA position on this page?

The most recent filing on this page is 2025 Q1, when Tyler-Stone Wealth Management reported 1,237 shares, equal to 0.04% of portfolio, with an estimated market value of $211K.

What does the chart on this BA ownership page compare?

The chart compares Tyler-Stone Wealth Management'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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