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Cape Investment Advisory’s Boeing BA Stock Holding History

Cape Investment Advisory’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 		– Sell
-210
Closed -$45.6K – 299
2025
Q4 		$45.6K Buy
210
+108
+106% +$22.2K 0.01% 436
2025
Q3 		$22K Sell
102
-130
-56% -$29.3K 0.02% 314
2025
Q2 		$48.6K Buy
232
+100
+76% +$18.9K 0.02% 369
2025
Q1 		$22.5K Sell
132
-197
-60% -$34.1K 0.01% 458
2024
Q4 		$58.2K Buy
329
+2
+0.6% +$314 0.02% 310
2024
Q3 		$49.7K Sell
327
-888
-73% -$152K 0.02% 320
2024
Q2 		$221K Buy
1,215
+600
+98% +$107K 0.1% 144
2024
Q1 		$119K Sell
615
-123
-17% -$25.3K 0.06% 198
2023
Q4 		$192K Buy
738
+423
+134% +$90.5K 0.09% 151
2023
Q3 		$60.4K Sell
315
-200
-39% -$43.8K 0.03% 269
2023
Q2 		$109K Buy
515
+250
+94% +$51.9K 0.06% 193
2023
Q1 		$56.3K Buy
+265
New +$55.1K 0.03% 251

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