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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

BA holding history

Boeing Co in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
858
Value
$185.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BA by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026858$185.7K<0.1%−75−8.0%ReducedHolders
Q1 2026933$185.7K<0.1%−25−2.6%ReducedHolders
Q4 2025958$208.0K<0.1%−73−7.1%ReducedHolders
Q3 20251,031$222.5K<0.1%00.0%UnchangedHolders
Q2 20251,031$216.0K<0.1%−75−6.8%ReducedHolders
Q1 20251,106$188.6K<0.1%00.0%UnchangedHolders
Q4 20241,106$195.8K<0.1%−258−18.9%ReducedHolders
Q3 20241,364$207.4K<0.1%−1,113−44.9%ReducedHolders
Q2 20242,477$450.8K<0.1%−2,726−52.4%ReducedHolders
Q1 20245,203$1.00M0.1%−2,330−30.9%ReducedHolders
Q4 20237,533$1.96M0.2%−75−1.0%ReducedHolders
Q3 20237,608$1.46M0.2%−220−2.8%ReducedHolders
Q2 20237,828$1.65M0.2%−48−0.6%ReducedHolders
Q1 20237,876$1.67M0.2%−245−3.0%ReducedHolders
Q4 20228,121$1.55M0.2%−624−7.1%ReducedHolders
Q3 20228,745$1.06M0.2%+68+0.8%AddedHolders
Q2 20228,677$1.19M0.2%−686−7.3%ReducedHolders
Q1 20229,363$1.79M0.2%−951−9.2%ReducedHolders
Q4 202110,314$2.08M0.2%+22+0.2%AddedHolders
Q3 202110,292$2.26M0.3%−7−0.1%ReducedHolders
Q2 202110,299$2.47M0.3%+400+4.0%AddedHolders
Q1 20219,899$2.52M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.