BPWM
BA icon

Badgley Phelps Wealth Managers’s Boeing BA Stock Holding History

Badgley Phelps Wealth Managers’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 		$2.8M Buy
14,075
+405
+3% +$92.2K 0.06% 153
2025
Q4 		$2.97M Buy
13,670
+1,301
+11% +$268K 0.05% 155
2025
Q3 		$2.67M Sell
12,369
-43
-0.3% -$9.7K 0.06% 143
2025
Q2 		$2.6M Buy
12,412
+333
+3% +$62.9K 0.06% 145
2025
Q1 		$2.06M Sell
12,079
-1,072
-8% -$186K 0.05% 149
2024
Q4 		$2.33M Sell
13,151
-643
-5% -$101K 0.05% 145
2024
Q3 		$2.1M Sell
13,794
-549
-4% -$94.1K 0.05% 146
2024
Q2 		$2.61M Buy
14,343
+2,244
+19% +$400K 0.06% 132
2024
Q1 		$2.33M Sell
12,099
-74,861
-86% -$15.4M 0.06% 135
2023
Q4 		$22.7M Buy
86,960
+27,228
+46% +$5.82M 0.62% 54
2023
Q3 		$11.4M Buy
59,732
+3,898
+7% +$853K 0.39% 81
2023
Q2 		$11.8M Buy
55,834
+1,961
+4% +$407K 0.39% 80
2023
Q1 		$11.4M Buy
53,873
+5,143
+11% +$1.07M 0.42% 81
2022
Q4 		$9.28M Sell
48,730
-1,311
-3% -$214K 0.37% 92
2022
Q3 		$6.06M Buy
50,041
+348
+0.7% +$53.4K 0.26% 98
2022
Q2 		$6.79M Sell
49,693
-507
-1% -$74.8K 0.28% 94
2022
Q1 		$9.61M Buy
50,200
+2,095
+4% +$421K 0.33% 92
2021
Q4 		$9.69M Sell
48,105
-7,110
-13% -$1.5M 0.31% 95
2021
Q3 		$12.1M Buy
+55,215
New +$12.3M 0.44% 81

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