Covestor’s Boeing BA Stock Holding History

Covestor’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	$29K	Sell	145 -156	-52%	-$35.5K	0.02%	957
2025 Q4	$65K	Buy	301 +58	+24%	+$11.9K	0.03%	793
2025 Q3	$53K	Sell	243 -46	-16%	-$10.4K	0.03%	876
2025 Q2	$61K	Sell	289 -248	-46%	-$46.8K	0.04%	806
2025 Q1	$91K	Buy	537 +279	+108%	+$48.3K	0.06%	548
2024 Q4	$46K	Buy	258 +16	+7%	+$2.51K	0.03%	887
2024 Q3	$37K	Buy	242 +3	+1%	+$514	0.02%	975
2024 Q2	$44K	Buy	239 +2	+0.8%	+$356	0.03%	907
2024 Q1	$46K	Buy	237 +3	+1%	+$616	0.03%	912
2023 Q4	$61K	Sell	234 -12	-5%	-$2.57K	0.04%	757
2023 Q3	$47K	Buy	246 +1	+0.4%	+$219	0.04%	792
2023 Q2	$52K	Hold	245	–	–	0.04%	763
2023 Q1	$52K	Sell	245 -19	-7%	-$3.95K	0.05%	695
2022 Q4	$50K	Sell	264 -311	-54%	-$50.9K	0.04%	720
2022 Q3	$69K	Sell	575 -24	-4%	-$3.68K	0.06%	560
2022 Q2	$82K	Sell	599 -213	-26%	-$31.4K	0.07%	515
2022 Q1	$156K	Buy	812 +705	+659%	+$142K	0.11%	257
2021 Q4	$22K	Buy	+107	New	+$22.6K	0.03%	831

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