CPG
BA icon

Cornerstone Planning Group’s Boeing BA Stock Holding History

Cornerstone Planning 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 		$70.5K Sell
314
-163
-34% -$37.1K 0.01% 319
2025
Q4 		$115K Buy
477
+275
+136% +$56.6K 0.02% 197
2025
Q3 		$40.4K Buy
202
+47
+30% +$10.6K 0.01% 389
2025
Q2 		$34.9K Sell
155
-473
-75% -$89.3K 0.01% 300
2025
Q1 		$108K Buy
628
+336
+115% +$58.2K 0.03% 134
2024
Q4 		$51.1K Buy
292
+228
+356% +$35.8K 0.01% 182
2024
Q3 		$9.79K Sell
64
-1
-2% -$171 ﹤0.01% 414
2024
Q2 		$10.9K Buy
65
+29
+81% +$5.17K ﹤0.01% 423
2024
Q1 		$6.47K Buy
36
+2
+6% +$411 ﹤0.01% 484
2023
Q4 		$8.86K Sell
34
-23
-40% -$4.92K ﹤0.01% 451
2023
Q3 		$10.9K Buy
57
+56
+5,600% +$12.3K ﹤0.01% 405
2023
Q2 		$211 Buy
+1
New +$208 ﹤0.01% 1515
2022
Q4 		$10.8K Buy
+52
New +$8.51K ﹤0.01% 615

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