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Barnes Pettey Financial Advisors’s Boeing BA Stock Holding History

Barnes Pettey Financial 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 		$260K Buy
1,307
+50
+4% +$11.4K 0.11% 136
2025
Q4 		$273K Hold
1,257
– – 0.13% 117
2025
Q3 		$271K Buy
1,257
+102
+9% +$23K 0.15% 108
2025
Q2 		$242K Buy
+1,155
New +$218K 0.16% 92
2025
Q1 		– Sell
-1,255
Closed -$222K – 100
2024
Q4 		$222K Buy
+1,255
New +$197K 0.17% 92
2024
Q1 		– Sell
-1,053
Closed -$274K – 97
2023
Q4 		$274K Hold
1,053
– – 0.22% 76
2023
Q3 		$202K Hold
1,053
– – 0.19% 92
2023
Q2 		$222K Buy
+1,053
New +$219K 0.19% 91

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
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State Street
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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