Aaron Wealth Advisors’s Boeing BA Stock Holding History

Aaron Wealth Advisors’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Buy	7,058 +5,162	+272%	+$1.18M	0.08%	156
2025 Q4	$412K	Sell	1,896 -5,029	-73%	-$1.03M	0.02%	490
2025 Q3	$1.49M	Buy	6,925 +2,980	+76%	+$672K	0.09%	156
2025 Q2	$827K	Buy	3,945 +1,025	+35%	+$194K	0.08%	156
2025 Q1	$498K	Buy	2,920 +173	+6%	+$29.9K	0.06%	219
2024 Q4	$486K	Buy	2,747 +718	+35%	+$113K	0.06%	208
2024 Q3	$308K	Buy	2,029 +320	+19%	+$54.9K	0.04%	294
2024 Q2	$311K	Buy	1,709 +133	+8%	+$23.7K	0.04%	235
2024 Q1	$304K	Buy	1,576 +349	+28%	+$71.7K	0.04%	220
2023 Q4	$320K	Buy	1,227 +176	+17%	+$37.6K	0.05%	183
2023 Q3	$201K	Sell	1,051 -154	-13%	-$33.7K	0.03%	248
2023 Q2	$254K	Buy	1,205 +104	+9%	+$21.6K	0.03%	221
2023 Q1	$234K	Buy	+1,101	New	+$229K	0.03%	225
2022 Q2	–	Sell	-76,600	Closed	-$400K	–	255
2022 Q1	$400K	Buy	76,600 +71,723	+1,471%	+$14.4M	0.01%	577
2021 Q4	$981K	Buy	+4,877	New	+$1.03M	0.27%	54

Other funds holding BA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return