CWM
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Chesapeake Wealth Management’s Boeing BA Stock Holding History

Chesapeake Wealth Management’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
-1,000
Closed -$217K – 161
2025
Q4 		$217K Hold
1,000
– – 0.06% 151
2025
Q3 		$216K Hold
1,000
– – 0.07% 157
2025
Q2 		$210K Buy
+1,000
New +$189K 0.07% 155
2021
Q4 		– Sell
-1,052
Closed -$231K – 196
2021
Q3 		$231K Sell
1,052
-350
-25% -$78.1K 0.08% 190
2021
Q2 		$336K Sell
1,402
-10
-0.7% -$2.42K 0.11% 170
2021
Q1 		$360K Sell
1,412
-105
-7% -$23.3K 0.12% 163
2020
Q4 		$325K Sell
1,517
-10
-0.7% -$1.92K 0.11% 168
2020
Q3 		$252K Sell
1,527
-90
-6% -$15.3K 0.09% 179
2020
Q2 		$297K Sell
1,617
-415
-20% -$63.8K 0.12% 163
2020
Q1 		$303K Buy
2,032
+30
+1% +$8.21K 0.14% 136
2019
Q4 		$652K Sell
2,002
-160
-7% -$56.6K 0.25% 101
2019
Q3 		$822K Sell
2,162
-170
-7% -$60.8K 0.34% 91
2019
Q2 		$849K Sell
2,332
-2,352
-50% -$858K 0.35% 88
2019
Q1 		$1.79M Sell
4,684
-1,180
-20% -$454K 0.79% 27
2018
Q4 		$1.89M Sell
5,864
-77
-1% -$26.6K 0.94% 23
2018
Q3 		$2.21M Sell
5,941
-704
-11% -$247K 0.98% 24
2018
Q2 		$2.23M Sell
6,645
-716
-10% -$246K 1.03% 23
2018
Q1 		$2.41M Buy
+7,361
New +$2.49M 1.11% 20

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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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