Golden State Wealth Management’s Boeing BA Stock Holding History

Golden State 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	$1.55M	Buy	7,774 +325	+4%	+$74K	0.17%	123
2025 Q4	$1.62M	Buy	7,449 +1,780	+31%	+$366K	0.17%	104
2025 Q3	$1.22M	Buy	5,669 +905	+19%	+$204K	0.14%	126
2025 Q2	$998K	Sell	4,764 -486	-9%	-$91.8K	0.12%	141
2025 Q1	$896K	Buy	5,250 +1,454	+38%	+$252K	0.13%	134
2024 Q4	$672K	Buy	+3,796	New	+$596K	0.1%	162
2022 Q1	$823K	Sell	4,297 -215	-5%	-$43.2K	0.16%	127
2021 Q4	$908K	Sell	4,512 -195	-4%	-$41.2K	0.16%	133
2021 Q3	$1.03M	Sell	4,707 -187	-4%	-$41.7K	0.23%	83
2021 Q2	$1.17M	Sell	4,894 -208	-4%	-$50.3K	0.26%	80
2021 Q1	$1.3M	Buy	5,102 +41	+0.8%	+$9.11K	0.43%	43
2020 Q4	$1.08M	Buy	5,061 +541	+12%	+$104K	0.31%	59
2020 Q3	$747K	Sell	4,520 -74	-2%	-$12.6K	0.25%	68
2020 Q2	$842K	Buy	4,594 +431	+10%	+$66.2K	0.27%	63
2020 Q1	$621K	Buy	4,163 +3,026	+266%	+$828K	0.27%	61
2019 Q4	$371K	Sell	1,137 -3,857	-77%	-$1.37M	0.07%	34
2019 Q3	$1.9M	Sell	4,994 -588	-11%	-$210K	0.63%	32
2019 Q2	$2.03M	Buy	5,582 +1,138	+26%	+$415K	0.64%	28
2019 Q1	$1.7M	Buy	+4,444	New	+$1.71M	0.57%	40

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