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Cornerstone Wealth Group’s Boeing BA Stock Holding History

Cornerstone Wealth 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 		$485K Buy
2,213
+669
+43% +$152K 0.03% 236
2025
Q4 		$335K Sell
1,544
-26
-2% -$5.35K 0.02% 262
2025
Q3 		$339K Buy
1,570
+35
+2% +$7.89K 0.02% 246
2025
Q2 		$322K Sell
1,535
-5
-0.3% -$944 0.02% 237
2025
Q1 		$263K Sell
1,540
-43
-3% -$7.44K 0.02% 244
2024
Q4 		$280K Buy
1,583
+267
+20% +$41.9K 0.02% 220
2024
Q3 		$200K Buy
+1,316
New +$226K 0.02% 257
2024
Q1 		– Sell
-16,632
Closed -$4.34M – 246
2023
Q4 		$4.34M Buy
16,632
+879
+6% +$188K 0.62% 49
2023
Q3 		$3.02M Buy
+15,753
New +$3.45M 0.54% 63
2022
Q2 		– Sell
-23,109
Closed -$4.42M – 132
2022
Q1 		$4.42M Buy
23,109
+6,709
+41% +$1.35M 0.81% 36
2021
Q4 		$3.3M Buy
+16,400
New +$3.46M 0.57% 66
2019
Q3 		– Sell
-7,891
Closed -$2.87M – 129
2019
Q2 		$2.87M Buy
7,891
+7,080
+873% +$2.58M 0.77% 31
2019
Q1 		$309K Buy
+811
New +$312K 0.08% 135

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