Carmel Capital Partners’s Boeing BA Stock Holding History

Carmel Capital 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	$1.09M	Hold	5,501	–	–	0.4%	64
2025 Q4	$1.19M	Buy	5,501 +1,000	+22%	+$206K	0.42%	60
2025 Q3	$971K	Sell	4,501 -60	-1%	-$13.5K	0.41%	57
2025 Q2	$956K	Sell	4,561 -10	-0.2%	-$1.89K	0.34%	66
2025 Q1	$780K	Sell	4,571 -990	-18%	-$171K	0.31%	68
2024 Q4	$984K	Sell	5,561 -2,548	-31%	-$400K	0.4%	55
2024 Q3	$1.23M	Hold	8,109	–	–	0.48%	41
2024 Q2	$1.48M	Buy	8,109 +4,000	+97%	+$713K	0.62%	31
2024 Q1	$793K	Buy	+4,109	New	+$844K	0.33%	62
2023 Q4	–	Sell	-709	Closed	-$136K	–	192
2023 Q3	$136K	Buy	709 +549	+343%	+$120K	0.06%	174
2023 Q2	$33.8K	Sell	160 -440	-73%	-$91.4K	0.02%	226
2023 Q1	$127K	Buy	+600	New	+$125K	0.08%	166
2022 Q3	–	Sell	-4,208	Closed	-$575K	–	118
2022 Q2	$575K	Buy	+4,208	New	+$621K	0.54%	58

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