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Mark A. Hillman

Hillman Value Fund

Mark A. Hillman The Boeing Company stake

total: 75

Hillman Value Fund BA trades

Total transactions:
14
New positions:
1
Added:
6
Reduced:
7
Held since:
2020 Q2
Held for:
24 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Mark A. Hillman holds 9,600 The Boeing Company (BA) shares with a market value of roughly $1.91M accounting for 2.30% of the overall portfolio. To date, the estimated cost basis is nearly $194.64 for "buy" trades and estimated average "sell" price is $201.89. Hillman Value Fund first purchased BA in 2020 Q2, initially acquiring 11,500 shares. Since the initial investment in The Boeing Company (BA), Hillman Value Fund has made 13 more transactions.

How many BA shares does Mark A. Hillman currently hold?

According to 2026 Q1 report, Mark A. Hillman holds 9,600 shares of The Boeing Company (BA), valued at around $1.91M.

When did Mark A. Hillman buy The Boeing Company (BA)?

Mark A. Hillman first invested in The Boeing Company (BA) in 2020 Q2 at the reported quarter-end price of $183.30 per share.

What's the cost basis of Hillman Value Fund's BA stake?

The estimated cost basis for The Boeing Company (BA) stake is around $194.64 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$194.64
Weighted AVG sell price:
$201.89

Mark A. Hillman's historical trades in The Boeing Company

14 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
2.30%
9,600
$199.03
$1,910,688
-12.73% (-1,400)
-0.3%
2025 Q4
2.55%
11,000
$217.12
$2,388,320
-12.00% (-1,500)
-0.31%
2025 Q3
2.57%
12,500
$215.83
$2,697,875
-17.22% (-2,600)
-0.47%
2025 Q2
2.67%
15,100
$209.53
$3,163,903
-27.40% (-5,700)
-0.84%
2025 Q1
2.49%
20,800
$170.55
$3,547,440
-47.61% (-18,900)
-1.53%
2024 Q4
3.33%
39,700
$177.00
$7,026,900
+27.65% (+8,600)
+0.72%
2024 Q1
2.47%
31,100
$192.99
$6,001,989
+34.05% (+7,900)
+0.63%
2023 Q4
2.60%
23,200
$260.66
$6,047,312
-23.18% (-7,000)
-0.88%
2023 Q3
2.78%
30,200
$191.68
$5,788,736
+19.84% (+5,000)
+0.46%
2023 Q1
2.66%
25,200
$212.43
$5,353,236
-23.64% (-7,800)
-0.88%
2021 Q3
3.37%
$219.94
+50.00% (+11,000)
2021 Q1
3.24%
$254.72
+20.88% (+3,800)
2020 Q3
2.90%
$165.26
+58.26% (+6,700)
2020 Q2
2.15%
$183.30
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.