Clarkston Capital Partners’s Boeing BA Stock Holding History

Clarkston 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	–	Sell	-1,097	Closed	-$238K	–	109
2025 Q4	$238K	Hold	1,097	–	–	0.01%	164
2025 Q3	$237K	Hold	1,097	–	–	0.01%	149
2025 Q2	$230K	Buy	+1,097	New	+$207K	﹤0.01%	145
2024 Q1	–	Sell	-1,027	Closed	-$268K	–	157
2023 Q4	$268K	Buy	+1,027	New	+$220K	0.01%	131
2019 Q2	–	Sell	-532	Closed	-$203K	–	101
2019 Q1	$203K	Buy	+532	New	+$205K	0.01%	95
2017 Q1	–	Sell	-8,000	Closed	-$1.25M	–	99
2016 Q4	$1.25M	Hold	8,000	–	–	0.06%	65
2016 Q3	$1.05M	Buy	8,000 +2,500	+45%	+$329K	0.05%	72
2016 Q2	$714K	Sell	5,500 -515	-9%	-$67.1K	0.04%	84
2016 Q1	$764K	Buy	6,015 +2,730	+83%	+$339K	0.04%	81
2015 Q4	$475K	Buy	+3,285	New	+$473K	0.03%	98
2015 Q2	–	Sell	-1,453	Closed	-$218K	–	133
2015 Q1	$218K	Sell	1,453 -2,725	-65%	-$397K	0.02%	128
2014 Q4	$543K	Buy	4,178 +930	+29%	+$118K	0.08%	131
2014 Q3	$414K	Sell	3,248 -25	-0.8%	-$3.15K	0.07%	109
2014 Q2	$416K	Buy	3,273 +75	+2%	+$9.79K	0.08%	112
2014 Q1	$401K	Buy	3,198 +851	+36%	+$111K	0.08%	114
2013 Q4	$320K	Buy	+2,347	New	+$305K	0.12%	91

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