FFM
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Forum Financial Management’s Boeing BA Stock Holding History

Forum Financial 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 		$596K Sell
2,994
-3,671
-55% -$836K 0.01% 178
2025
Q4 		$1.45M Sell
6,665
-1,431
-18% -$294K 0.02% 180
2025
Q3 		$1.75M Buy
8,096
+1,616
+25% +$364K 0.02% 150
2025
Q2 		$1.36M Buy
6,480
+610
+10% +$115K 0.02% 171
2025
Q1 		$1M Buy
+5,870
New +$1.02M 0.02% 209
2024
Q4 		– Sell
-5,929
Closed -$901K – 927
2024
Q3 		$901K Buy
5,929
+634
+12% +$109K 0.02% 201
2024
Q2 		$964K Sell
5,295
-962
-15% -$171K 0.02% 183
2024
Q1 		$1.21M Buy
6,257
+337
+6% +$69.2K 0.02% 166
2023
Q4 		$1.54M Buy
5,920
+326
+6% +$69.7K 0.03% 118
2023
Q3 		$1.07M Buy
5,594
+81
+1% +$17.7K 0.02% 147
2023
Q2 		$1.16M Buy
5,513
+667
+14% +$139K 0.03% 138
2023
Q1 		$1.03M Buy
4,846
+242
+5% +$50.3K 0.03% 137
2022
Q4 		$877K Sell
4,604
-358
-7% -$58.6K 0.03% 152
2022
Q3 		$601K Buy
4,962
+1,339
+37% +$205K 0.03% 189
2022
Q2 		$495K Sell
3,623
-997
-22% -$147K 0.02% 238
2022
Q1 		$884K Sell
4,620
-205
-4% -$41.1K 0.04% 146
2021
Q4 		$971K Buy
+4,825
New +$1.02M 0.05% 134

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