AWM
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Axxcess Wealth Management’s Boeing BA Stock Holding History

Axxcess 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 		$4.03M Buy
20,267
+3
+0% +$683 0.13% 141
2025
Q4 		$4.4M Sell
20,264
-2,085
-9% -$429K 0.08% 232
2025
Q3 		$4.82M Sell
22,349
-837
-4% -$189K 0.1% 164
2025
Q2 		$4.86M Buy
23,186
+1,461
+7% +$276K 0.12% 152
2025
Q1 		$3.71M Sell
21,725
-2,144
-9% -$371K 0.1% 170
2024
Q4 		$4.22M Buy
23,869
+7,799
+49% +$1.22M 0.1% 153
2024
Q3 		$2.44M Buy
16,070
+224
+1% +$38.4K 0.06% 232
2024
Q2 		$2.88M Buy
15,846
+1,970
+14% +$351K 0.08% 195
2024
Q1 		$2.68M Sell
13,876
-3,081
-18% -$633K 0.08% 206
2023
Q4 		$4.42M Buy
16,957
+781
+5% +$167K 0.13% 138
2023
Q3 		$3.1M Buy
16,176
+3,717
+30% +$813K 0.11% 149
2023
Q2 		$2.63M Buy
12,459
+3,850
+45% +$800K 0.19% 106
2023
Q1 		$1.83M Sell
8,609
-769
-8% -$160K 0.14% 148
2022
Q4 		$1.79M Sell
9,378
-2,619
-22% -$428K 0.15% 136
2022
Q3 		$1.45M Sell
11,997
-339
-3% -$52K 0.15% 149
2022
Q2 		$1.69M Buy
12,336
+138
+1% +$20.4K 0.17% 131
2022
Q1 		$2.3M Buy
12,198
+386
+3% +$77.5K 0.18% 112
2021
Q4 		$2.38M Buy
+11,812
New +$2.5M 0.18% 107

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