HA
BA icon

Herold Advisors’s Boeing BA Stock Holding History

Herold 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 		$1.62M Buy
8,151
+415
+5% +$94.5K 0.36% 75
2025
Q4 		$1.68M Buy
7,736
+405
+6% +$83.3K 0.38% 71
2025
Q3 		$1.58M Buy
7,331
+1,000
+16% +$225K 0.37% 74
2025
Q2 		$1.33M Sell
6,331
-1,029
-14% -$194K 0.28% 99
2025
Q1 		$1.26M Buy
7,360
+675
+10% +$117K 0.28% 100
2024
Q4 		$1.18M Buy
6,685
+150
+2% +$23.5K 0.26% 106
2024
Q3 		$994K Sell
6,535
-180
-3% -$30.9K 0.22% 129
2024
Q2 		$1.22M Sell
6,715
-165
-2% -$29.4K 0.28% 107
2024
Q1 		$1.33M Buy
6,880
+490
+8% +$101K 0.32% 89
2023
Q4 		$1.67M Sell
6,390
-101
-2% -$21.6K 0.46% 66
2023
Q3 		$1.24M Buy
6,491
+250
+4% +$54.7K 0.38% 74
2023
Q2 		$1.32M Sell
6,241
-504
-7% -$105K 0.4% 74
2023
Q1 		$1.43M Sell
6,745
-101
-1% -$21K 0.5% 62
2022
Q4 		$1.3M Buy
6,846
+1,350
+25% +$221K 0.55% 58
2022
Q3 		$665K Buy
5,496
+300
+6% +$46K 0.32% 95
2022
Q2 		$710K Buy
5,196
+450
+9% +$66.4K 0.32% 97
2022
Q1 		$909K Buy
4,746
+380
+9% +$76.3K 0.32% 94
2021
Q4 		$879K Buy
4,366
+950
+28% +$201K 0.34% 93
2021
Q3 		$751K Buy
+3,416
New +$762K 0.29% 97

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