AWM
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Activest Wealth Management’s Boeing BA Stock Holding History

Activest Wealth Management’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 		$57.9K Sell
291
-4
-1% -$911 0.01% 306
2025
Q4 		$64K Buy
295
+53
+22% +$10.9K 0.01% 283
2025
Q3 		$52.2K Buy
242
+46
+23% +$10.4K 0.01% 255
2025
Q2 		$41.1K Sell
196
-173
-47% -$32.7K 0.01% 232
2025
Q1 		$62.9K Buy
369
+117
+46% +$20.3K 0.02% 173
2024
Q4 		$44.6K Buy
252
+3
+1% +$471 0.01% 180
2024
Q3 		$37.8K Sell
249
-1,000
-80% -$171K 0.01% 199
2024
Q2 		$227K Buy
1,249
+995
+392% +$177K 0.07% 75
2024
Q1 		$49K Buy
+254
New +$52.2K 0.02% 115
2023
Q4 		– Sell
-345
Closed -$66.1K – 338
2023
Q3 		$66.1K Buy
345
+98
+40% +$21.4K 0.04% 76
2023
Q2 		$56.1K Hold
247
– – 0.04% 63
2023
Q1 		$50.6K Buy
+247
New +$51.3K 0.03% 85
2022
Q3 		– Sell
-247
Closed -$34K – 448
2022
Q2 		$34K Buy
247
+123
+99% +$18.1K 0.02% 115
2022
Q1 		$24K Hold
124
– – 0.02% 149
2021
Q4 		$25K Sell
124
-40
-24% -$8.45K 0.02% 145
2021
Q3 		$36K Sell
164
-116
-41% -$25.9K 0.02% 126
2021
Q2 		$67K Buy
280
+33
+13% +$7.98K 0.05% 86
2021
Q1 		$63K Buy
+247
New +$54.9K 0.05% 88

Other funds holding BA

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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