HWM
BA icon

HB Wealth Management’s Boeing BA Stock Holding History

HB 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 		$5.49M Buy
27,598
+3,356
+14% +$764K 0.04% 246
2025
Q4 		$5.26M Buy
24,242
+1,915
+9% +$394K 0.03% 244
2025
Q3 		$4.82M Buy
22,327
+4,165
+23% +$939K 0.03% 258
2025
Q2 		$3.81M Buy
18,162
+571
+3% +$108K 0.03% 262
2025
Q1 		$3M Buy
17,591
+4,084
+30% +$707K 0.03% 300
2024
Q4 		$2.39M Buy
13,507
+3,799
+39% +$596K 0.02% 256
2024
Q3 		$1.48M Sell
9,708
-2,942
-23% -$504K 0.02% 320
2024
Q2 		$2.3M Buy
12,650
+2,479
+24% +$442K 0.03% 244
2024
Q1 		$1.96M Sell
10,171
-1,421
-12% -$292K 0.02% 251
2023
Q4 		$3.02M Sell
11,592
-764
-6% -$163K 0.04% 177
2023
Q3 		$2.37M Buy
12,356
+1,407
+13% +$308K 0.04% 186
2023
Q2 		$2.31M Buy
10,949
+1,512
+16% +$314K 0.04% 187
2023
Q1 		$2M Buy
9,437
+808
+9% +$168K 0.03% 193
2022
Q4 		$1.64M Buy
8,629
+1,607
+23% +$263K 0.03% 223
2022
Q3 		$850K Buy
7,022
+613
+10% +$94K 0.02% 277
2022
Q2 		$876K Buy
6,409
+907
+16% +$134K 0.02% 267
2022
Q1 		$1.05M Buy
5,502
+478
+10% +$95.9K 0.02% 263
2021
Q4 		$1.01M Buy
+5,024
New +$1.06M 0.02% 237

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