Alpha Family Trust’s Boeing BA Stock Holding History

Alpha Family Trust’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	$314K	Hold	1,580	–	–	0.15%	130
2025 Q4	$343K	Hold	1,580	–	–	0.16%	116
2025 Q3	$341K	Hold	1,580	–	–	0.16%	117
2025 Q2	$331K	Buy	+1,580	New	+$298K	0.16%	118
2025 Q1	–	Sell	-2,940	Closed	-$520K	–	172
2024 Q4	$520K	Buy	+2,940	New	+$461K	0.29%	53
2024 Q1	–	Sell	-930	Closed	-$242K	–	156
2023 Q4	$242K	Buy	+930	New	+$199K	0.16%	121
2023 Q3	–	Sell	-1,055	Closed	-$223K	–	130
2023 Q2	$223K	Hold	1,055	–	–	0.16%	112
2023 Q1	$224K	Hold	1,055	–	–	0.18%	110
2022 Q4	$201K	Buy	+1,055	New	+$173K	0.18%	116

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