Clay Northam Wealth Management’s Boeing BA Stock Holding History

Clay Northam 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	$291K	Hold	1,462	–	–	0.16%	76
2025 Q4	$317K	Hold	1,462	–	–	0.18%	71
2025 Q3	$316K	Hold	1,462	–	–	0.18%	72
2025 Q2	$306K	Sell	1,462 -12	-0.8%	-$2.27K	0.2%	64
2025 Q1	$251K	Buy	1,474 +88	+6%	+$15.2K	0.18%	70
2024 Q4	$245K	Sell	1,386 -10	-0.7%	-$1.57K	0.16%	79
2024 Q3	$212K	Sell	1,396 -30	-2%	-$5.14K	0.15%	87
2024 Q2	$260K	Hold	1,426	–	–	0.2%	64
2024 Q1	$275K	Sell	1,426 -10	-0.7%	-$2.06K	0.22%	64
2023 Q4	$374K	Hold	1,436	–	–	0.33%	50
2023 Q3	$275K	Hold	1,436	–	–	0.27%	56
2023 Q2	$303K	Sell	1,436 -50	-3%	-$10.4K	0.29%	55
2023 Q1	$316K	Hold	1,486	–	–	0.32%	53
2022 Q4	$283K	Buy	+1,486	New	+$243K	0.33%	54
2022 Q3	–	Sell	-1,501	Closed	-$205K	–	80
2022 Q2	$205K	Hold	1,501	–	–	0.26%	74
2022 Q1	$287K	Sell	1,501 -345	-19%	-$69.2K	0.29%	62
2021 Q4	$372K	Buy	+1,846	New	+$390K	0.35%	57

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