AA
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Addison Advisors’s Boeing BA Stock Holding History

Addison 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 		$218K Buy
1,095
+19
+2% +$4.33K 0.05% 212
2025
Q4 		$234K Sell
1,076
-159
-13% -$32.7K 0.05% 196
2025
Q3 		$267K Buy
1,235
+1
+0.1% +$225 0.06% 185
2025
Q2 		$259K Sell
1,234
-5
-0.4% -$944 0.06% 181
2025
Q1 		$211K Buy
1,239
+5
+0.4% +$865 0.06% 197
2024
Q4 		$218K Sell
1,234
-6
-0.5% -$942 0.06% 193
2024
Q3 		$189K Sell
1,240
-5
-0.4% -$857 0.05% 219
2024
Q2 		$227K Buy
1,245
+25
+2% +$4.46K 0.07% 174
2024
Q1 		$235K Buy
1,220
+2
+0.2% +$411 0.08% 166
2023
Q4 		$317K Buy
1,218
+26
+2% +$5.56K 0.12% 125
2023
Q3 		$228K Buy
1,192
+41
+4% +$8.97K 0.11% 133
2023
Q2 		$243K Buy
1,151
+3
+0.3% +$623 0.12% 130
2023
Q1 		$244K Sell
1,148
-39
-3% -$8.1K 0.14% 118
2022
Q4 		$226K Buy
1,187
+34
+3% +$5.56K 0.14% 118
2022
Q3 		$140K Buy
1,153
+366
+47% +$56.1K 0.09% 156
2022
Q2 		$108K Sell
787
-211
-21% -$31.1K 0.07% 182
2022
Q1 		$191K Sell
998
-56
-5% -$11.2K 0.1% 144
2021
Q4 		$212K Buy
1,054
+858
+438% +$181K 0.13% 111
2021
Q3 		$43K Buy
196
+6
+3% +$1.34K 0.03% 199
2021
Q2 		$46K Buy
+190
New +$45.9K 0.04% 194
2020
Q4 		$41K Buy
+190
New +$36.5K 0.04% 192

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