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Benedict Financial Advisors’s Boeing BA Stock Holding History

Benedict 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 		$2.08M Buy
10,434
+823
+9% +$187K 0.43% 80
2025
Q4 		$2.09M Sell
9,611
-299
-3% -$61.5K 0.44% 79
2025
Q3 		$2.14M Sell
9,910
-110
-1% -$24.8K 0.46% 75
2025
Q2 		$2.1M Buy
10,020
+1,782
+22% +$337K 0.48% 74
2025
Q1 		$1.4M Buy
+8,238
New +$1.43M 0.33% 85
2024
Q1 		– Sell
-2,537
Closed -$661K – 127
2023
Q4 		$661K Buy
+2,537
New +$543K 0.18% 99
2019
Q4 		– Sell
-565
Closed -$215K – 105
2019
Q3 		$215K Hold
565
– – 0.09% 100
2019
Q2 		$206K Hold
565
– – 0.09% 105
2019
Q1 		$215K Buy
+565
New +$217K 0.09% 103
2018
Q4 		– Sell
-565
Closed -$210K – 104
2018
Q3 		$210K Buy
+565
New +$198K 0.09% 107

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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
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