GFA
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Gallagher Fiduciary Advisors’s Boeing BA Stock Holding History

Gallagher Fiduciary 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 		$252K Buy
1,267
+25
+2% +$5.69K 0.01% 286
2025
Q4 		$270K Buy
1,242
+80
+7% +$16.5K 0.01% 284
2025
Q3 		$251K Buy
1,162
+11
+1% +$2.48K 0.01% 272
2025
Q2 		$241K Buy
+1,151
New +$217K 0.01% 282
2025
Q1 		– Sell
-1,564
Closed -$277K – 306
2024
Q4 		$277K Buy
1,564
+117
+8% +$18.4K 0.05% 228
2024
Q3 		$220K Buy
1,447
+227
+19% +$38.9K 0.04% 242
2024
Q2 		$222K Buy
1,220
+93
+8% +$16.6K 0.05% 214
2024
Q1 		$218K Buy
1,127
+196
+21% +$40.3K 0.01% 179
2023
Q4 		$243K Sell
931
-200
-18% -$42.8K 0.01% 163
2023
Q3 		$217K Buy
1,131
+4
+0.4% +$875 0.02% 159
2023
Q2 		$238K Sell
1,127
-140
-11% -$29.1K 0.02% 185
2023
Q1 		$269K Buy
+1,267
New +$263K 0.02% 163

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