DWP
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Daymark Wealth Partners’s Boeing BA Stock Holding History

Daymark Wealth 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 		$1.53M Buy
7,683
+968
+14% +$220K 0.05% 243
2025
Q4 		$1.46M Buy
6,715
+597
+10% +$123K 0.05% 231
2025
Q3 		$1.32M Buy
6,118
+1,711
+39% +$386K 0.04% 248
2025
Q2 		$923K Sell
4,407
-1,789
-29% -$338K 0.04% 274
2025
Q1 		$1.06M Sell
6,196
-105,308
-94% -$18.2M 0.05% 232
2024
Q4 		$1.26M Sell
111,504
-920
-0.8% -$144K 0.05% 203
2024
Q3 		$1.23M Sell
112,424
-2,101
-2% -$360K 0.05% 221
2024
Q2 		$1.84M Buy
114,525
+205
+0.2% +$36.5K 0.08% 165
2024
Q1 		$1.9M Buy
114,320
+3,320
+3% +$682K 0.1% 132
2023
Q4 		$1.67M Buy
111,000
+272
+0.2% +$58.2K 0.1% 139
2023
Q3 		$1.2M Buy
110,728
+106,430
+2,476% +$23.3M 0.08% 155
2023
Q2 		$908K Buy
4,298
+1,837
+75% +$382K 0.07% 178
2023
Q1 		$523K Buy
2,461
+798
+48% +$166K 0.07% 183
2022
Q4 		$317K Buy
+1,663
New +$272K 0.06% 180

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