Bradley & Co Private Wealth Management’s Boeing BA Stock Holding History

Bradley & Co 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	$139K	Hold	698	–	–	0.07%	63
2025 Q4	$152K	Buy	698 +587	+529%	+$121K	0.08%	65
2025 Q3	$24K	Hold	111	–	–	0.01%	99
2025 Q2	$23.3K	Hold	111	–	–	0.01%	97
2025 Q1	$18.9K	Hold	111	–	–	0.01%	104
2024 Q4	$19.6K	Buy	+111	New	+$17.4K	0.01%	102
2024 Q2	$20.2K	Hold	111	–	–	0.01%	101
2024 Q1	$21.4K	Hold	111	–	–	0.02%	100
2023 Q4	$28.9K	Hold	111	–	–	0.03%	80
2023 Q3	$21.3K	Hold	111	–	–	0.02%	94
2023 Q2	$23.4K	Hold	111	–	–	0.02%	90
2023 Q1	$23.6K	Hold	111	–	–	0.03%	89
2022 Q4	$21.1K	Hold	111	–	–	0.03%	90
2022 Q3	$13K	Hold	111	–	–	0.02%	117
2022 Q2	$15K	Hold	111	–	–	0.02%	124
2022 Q1	$21K	Hold	111	–	–	0.02%	110
2021 Q4	$22K	Hold	111	–	–	0.02%	117
2021 Q3	$24K	Hold	111	–	–	0.02%	117
2021 Q2	$27K	Hold	111	–	–	0.02%	120
2021 Q1	$28K	Buy	+111	New	+$24.7K	0.03%	119

Other funds holding BA

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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