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Blue Bell Private Wealth Management’s Boeing BA Stock Holding History

Blue Bell Private 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 		$154K Buy
773
+311
+67% +$70.8K 0.02% 293
2025
Q4 		$100K Sell
462
-55
-11% -$11.3K 0.01% 328
2025
Q3 		$112K Sell
517
-46
-8% -$10.4K 0.02% 311
2025
Q2 		$118K Buy
563
+106
+23% +$20K 0.02% 297
2025
Q1 		$77.9K Hold
457
– – 0.01% 320
2024
Q4 		$80.9K Buy
457
+224
+96% +$35.2K 0.02% 303
2024
Q3 		$35.4K Buy
233
+81
+53% +$13.9K 0.01% 402
2024
Q2 		$27.6K Sell
152
-8
-5% -$1.43K 0.01% 427
2024
Q1 		$30.8K Sell
160
-167
-51% -$34.3K 0.01% 410
2023
Q4 		$85.2K Buy
327
+91
+39% +$19.5K 0.02% 251
2023
Q3 		$45.2K Buy
236
+94
+66% +$20.6K 0.01% 273
2023
Q2 		$29.9K Buy
142
+50
+54% +$10.4K 0.01% 314
2023
Q1 		$19.5K Sell
92
-50
-35% -$10.4K 0.01% 323
2022
Q4 		$27K Hold
142
– – 0.01% 279
2022
Q3 		$17K Hold
142
– – 0.01% 315
2022
Q2 		$19K Sell
142
-47
-25% -$6.93K 0.01% 314
2022
Q1 		$36K Buy
189
+56
+42% +$11.2K 0.01% 253
2021
Q4 		$27K Buy
+133
New +$28.1K 0.01% 267

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