CIG
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Cascade Investment Group’s Boeing BA Stock Holding History

Cascade Investment Group’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 		$209K Sell
1,050
-126
-11% -$28.7K 0.14% 135
2025
Q4 		$255K Buy
+1,176
New +$242K 0.17% 115
2025
Q3 		– Sell
-1,001
Closed -$210K – 147
2025
Q2 		$210K Buy
+1,001
New +$189K 0.15% 133
2024
Q2 		– Sell
-2,021
Closed -$390K – 133
2024
Q1 		$390K Sell
2,021
-140
-6% -$28.8K 0.29% 83
2023
Q4 		$563K Buy
2,161
+30
+1% +$6.42K 0.45% 52
2023
Q3 		$409K Buy
2,131
+110
+5% +$24.1K 0.39% 62
2023
Q2 		$427K Hold
2,021
– – 0.39% 68
2023
Q1 		$429K Sell
2,021
-100
-5% -$20.8K 0.42% 70
2022
Q4 		$404K Buy
+2,121
New +$347K 0.42% 72

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