Hazlett, Burt & Watson’s Boeing BA Stock Holding History

Hazlett, Burt & Watson’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	$36K	Sell	180 -9	-5%	-$2.05K	0.01%	498
2025 Q4	$40K	Sell	189 -8	-4%	-$1.65K	0.01%	478
2025 Q3	$42K	Buy	197 +28	+17%	+$6.31K	0.01%	448
2025 Q2	$35K	Sell	169 -10	-6%	-$1.89K	0.01%	424
2025 Q1	$29K	Hold	179	–	–	0.01%	438
2024 Q4	$33K	Hold	179	–	–	0.01%	405
2024 Q3	$27K	Sell	179 -115	-39%	-$19.7K	0.01%	430
2024 Q2	$54K	Hold	294	–	–	0.03%	327
2024 Q1	$57K	Sell	294 -40	-12%	-$8.22K	0.03%	312
2023 Q4	$86K	Sell	334 -41	-11%	-$8.77K	0.06%	236
2023 Q3	$72K	Hold	375	–	–	0.05%	255
2023 Q2	$78K	Hold	375	–	–	0.06%	243
2023 Q1	$78K	Hold	375	–	–	0.06%	225
2022 Q4	$72K	Hold	375	–	–	0.06%	228
2022 Q3	$44K	Hold	375	–	–	0.04%	273
2022 Q2	$53K	Sell	375 -21	-5%	-$3.1K	0.05%	261
2022 Q1	$76K	Buy	+396	New	+$79.5K	0.06%	239

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