GJIA
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Glass Jacobson Investment Advisors’s Boeing BA Stock Holding History

Glass Jacobson Investment 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 		$61.9K Hold
311
– – 0.02% 290
2025
Q4 		$67.5K Hold
311
– – 0.02% 285
2025
Q3 		$67.1K Hold
311
– – 0.02% 274
2025
Q2 		$65.2K Hold
311
– – 0.03% 270
2025
Q1 		$55K Hold
311
– – 0.02% 362
2024
Q4 		$55K Sell
311
-5
-2% -$785 0.02% 362
2024
Q3 		$48K Hold
316
– – 0.02% 362
2024
Q2 		$57.5K Sell
316
-75
-19% -$13.4K 0.02% 324
2024
Q1 		$75.5K Buy
391
+135
+53% +$27.7K 0.03% 303
2023
Q4 		$66.7K Sell
256
-25
-9% -$5.35K 0.03% 304
2023
Q3 		$53.9K Buy
281
+51
+22% +$11.2K 0.02% 319
2023
Q2 		$48.6K Buy
+230
New +$47.8K 0.02% 334
2022
Q4 		$58.1K Buy
+305
New +$49.9K 0.03% 325

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