DWM
BA icon

Drive Wealth Management’s Boeing BA Stock Holding History

Drive 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 		$454K Buy
2,280
+595
+35% +$135K 0.1% 175
2025
Q4 		$366K Buy
1,685
+70
+4% +$14.4K 0.07% 220
2025
Q3 		$349K Buy
1,615
+36
+2% +$8.12K 0.07% 213
2025
Q2 		$331K Buy
1,579
+50
+3% +$9.44K 0.07% 220
2025
Q1 		$261K Buy
1,529
+381
+33% +$65.9K 0.06% 246
2024
Q4 		$203K Sell
1,148
-264
-19% -$41.4K 0.05% 313
2024
Q3 		$215K Sell
1,412
-464
-25% -$79.6K 0.06% 283
2024
Q2 		$341K Buy
1,876
+375
+25% +$66.8K 0.09% 179
2024
Q1 		$290K Sell
1,501
-253
-14% -$52K 0.08% 210
2023
Q4 		$457K Buy
1,754
+94
+6% +$20.1K 0.15% 129
2023
Q3 		$318K Buy
1,660
+111
+7% +$24.3K 0.12% 166
2023
Q2 		$327K Buy
1,549
+259
+20% +$53.8K 0.12% 162
2023
Q1 		$274K Buy
1,290
+183
+17% +$38K 0.11% 192
2022
Q4 		$211K Buy
+1,107
New +$181K 0.11% 209

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