Carson Advisory’s Boeing BA Stock Holding History

Carson 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	$1M	Buy	5,033 +25	+0.5%	+$5.69K	0.52%	46
2025 Q4	$1.09M	Buy	5,008 +25	+0.5%	+$5.14K	0.57%	40
2025 Q3	$1.08M	Hold	4,983	–	–	0.58%	40
2025 Q2	$1.04M	Buy	4,983 +50	+1%	+$9.44K	0.66%	39
2025 Q1	$841K	Buy	4,933 +75	+2%	+$13K	0.57%	49
2024 Q4	$860K	Buy	4,858 +140	+3%	+$22K	0.6%	50
2024 Q3	$717K	Sell	4,718 -58	-1%	-$9.95K	0.45%	66
2024 Q2	$869K	Sell	4,776 -172	-3%	-$30.7K	0.61%	41
2024 Q1	$955K	Buy	4,948 +1,203	+32%	+$247K	0.67%	41
2023 Q4	$976K	Sell	3,745 -50	-1%	-$10.7K	0.76%	34
2023 Q3	$727K	Sell	3,795 -65	-2%	-$14.2K	0.64%	47
2023 Q2	$815K	Hold	3,860	–	–	0.69%	41
2023 Q1	$820K	Buy	3,860 +940	+32%	+$195K	0.73%	40
2022 Q4	$556K	Sell	2,920 -50	-2%	-$8.18K	0.53%	54
2022 Q3	$360K	Hold	2,970	–	–	0.4%	68
2022 Q2	$406K	Buy	2,970 +100	+3%	+$14.8K	0.45%	66
2022 Q1	$550K	Hold	2,870	–	–	0.55%	53
2021 Q4	$578K	Buy	+2,870	New	+$606K	0.59%	48

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