CastleKeep Investment Advisors
BA icon

CastleKeep Investment Advisors’s Boeing BA Stock Holding History

CastleKeep Investment Advisors’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 		$4.35M Buy
21,836
+736
+3% +$168K 2.36% 13
2025
Q4 		$4.58M Buy
21,100
+105
+0.5% +$21.6K 2.07% 11
2025
Q3 		$4.53M Buy
20,995
+367
+2% +$82.7K 2.12% 13
2025
Q2 		$4.32M Sell
20,628
-3,300
-14% -$623K 2.11% 14
2025
Q1 		$4.08M Buy
23,928
+5,739
+32% +$993K 2.1% 14
2024
Q4 		$3.22M Buy
18,189
+1,196
+7% +$188K 2.25% 9
2024
Q3 		$2.58M Buy
16,993
+5,355
+46% +$918K 1.76% 10
2024
Q2 		$2.12M Sell
11,638
-139
-1% -$24.8K 1.63% 10
2024
Q1 		$2.27M Buy
+11,777
New +$2.42M 1.64% 11

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VCM
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State Street
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Newport Trust Company
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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