SEC 13F Intelligence

Mcbroom & Associates, LLC / BA

Mcbroom & Associates, LLC’s Boeing Co Position

Does Mcbroom & Associates, LLC own Boeing Co (BA)? Not currently — the last reported position was 23.1K shares worth $4M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2024
Shares
23.1K
% of Portfolio
+2.15%
Quarters Held
12
position exited

Position History BA

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $5MQ2 ’24: $4MQ2 ’24Q3 ’24: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202423.1K$4M+2.15%
Q2 202423.6K$4M+2.69%
Q1 202424.2K$5M+3.07%
Q4 202324.8K$6M+4.71%
Q3 202326.7K$5M+4.07%
Q2 202325.8K$5M+4.30%
Q1 202323.6K$5M+4.49%
Q4 202221.1K$4M+4.35%
Q3 202215.4K$2M+2.11%
Q2 202215.9K$2M+2.37%
Q1 202218.9K$4M+3.21%
Q4 202118.3K$4M+2.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcbroom & Associates, LLC’s full portfolio or all institutional holders of BA.