Frank Rimerman Advisors’s Boeing BA Stock Holding History

Frank Rimerman Advisors’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	$1.19M	Buy	5,966 +311	+5%	+$70.8K	0.08%	208
2025 Q4	$1.23M	Buy	5,655 +948	+20%	+$195K	0.08%	198
2025 Q3	$1.02M	Buy	4,707 +417	+10%	+$94K	0.07%	223
2025 Q2	$899K	Buy	4,290 +701	+20%	+$132K	0.06%	232
2025 Q1	$612K	Buy	3,589 +484	+16%	+$83.8K	0.05%	278
2024 Q4	$550K	Buy	3,105 +199	+7%	+$31.2K	0.04%	290
2024 Q3	$442K	Buy	2,906 +128	+5%	+$21.9K	0.03%	355
2024 Q2	$506K	Buy	2,778 +2,593	+1,402%	+$462K	0.04%	340
2024 Q1	$35.7K	Hold	185	–	–	0.01%	136
2023 Q4	$48.2K	Buy	+185	New	+$39.6K	0.01%	123
2022 Q2	–	Sell	-2,683	Closed	-$514K	–	91
2022 Q1	$514K	Buy	2,683 +27	+1%	+$5.42K	0.16%	71
2021 Q4	$535K	Buy	+2,656	New	+$561K	0.18%	72
2021 Q1	–	Sell	-1,498	Closed	-$321K	–	84
2020 Q4	$321K	Buy	+1,498	New	+$288K	0.15%	62

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