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Canopy Partners’s Boeing BA Stock Holding History

Canopy Partners’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 		$355K Buy
1,785
+418
+31% +$95.2K 0.12% 147
2025
Q4 		$297K Sell
1,367
-394
-22% -$81K 0.1% 170
2025
Q3 		$380K Sell
1,761
-64
-4% -$14.4K 0.13% 134
2025
Q2 		$382K Buy
1,825
+14
+0.8% +$2.64K 0.14% 122
2025
Q1 		$309K Buy
1,811
+14
+0.8% +$2.42K 0.12% 137
2024
Q4 		$318K Sell
1,797
-9
-0.5% -$1.41K 0.12% 136
2024
Q3 		$275K Sell
1,806
-23
-1% -$3.94K 0.12% 145
2024
Q2 		$333K Sell
1,829
-25
-1% -$4.46K 0.15% 119
2024
Q1 		$358K Buy
1,854
+266
+17% +$54.7K 0.17% 112
2023
Q4 		$414K Buy
+1,588
New +$340K 0.25% 90

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