IWA
BA icon

Icon Wealth Advisors’s Boeing BA Stock Holding History

Icon Wealth 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 		$3.37M Buy
15,043
+2,413
+19% +$549K 0.22% 74
2025
Q4 		$2.73M Buy
12,630
+3,389
+37% +$697K 0.18% 88
2025
Q3 		$1.99M Buy
9,241
+3,774
+69% +$851K 0.14% 112
2025
Q2 		$1.15M Buy
5,467
+1,078
+25% +$204K 0.08% 155
2025
Q1 		$749K Buy
4,389
+618
+16% +$107K 0.06% 172
2024
Q4 		$667K Buy
3,771
+364
+11% +$57.1K 0.05% 181
2024
Q3 		$518K Buy
3,407
+39
+1% +$6.69K 0.04% 207
2024
Q2 		$642K Sell
3,368
-74
-2% -$13.2K 0.06% 177
2024
Q1 		$664K Buy
3,442
+323
+10% +$66.4K 0.06% 176
2023
Q4 		$813K Buy
+3,119
New +$667K 0.08% 143
2022
Q4 		$604K Buy
3,173
+149
+5% +$24.4K 0.07% 177
2022
Q3 		$366K Buy
+3,024
New +$464K 0.04% 215

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