JSW
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Journey Strategic Wealth’s Boeing BA Stock Holding History

Journey Strategic Wealth’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 		$1.35M Buy
6,784
+970
+17% +$221K 0.03% 143
2025
Q4 		$1.26M Sell
5,814
-768
-12% -$158K 0.03% 143
2025
Q3 		$1.42M Buy
6,582
+523
+9% +$118K 0.04% 128
2025
Q2 		$1.27M Buy
6,059
+1,510
+33% +$285K 0.04% 129
2025
Q1 		$776K Sell
4,549
-1,411
-24% -$244K 0.03% 167
2024
Q4 		$1.05M Buy
5,960
+1,607
+37% +$252K 0.04% 120
2024
Q3 		$662K Buy
4,353
+1,793
+70% +$307K 0.02% 180
2024
Q2 		$466K Buy
2,560
+1,439
+128% +$256K 0.02% 172
2024
Q1 		$216K Sell
1,121
-29
-3% -$5.96K 0.01% 266
2023
Q4 		$300K Sell
1,150
-118
-9% -$25.2K 0.01% 136
2023
Q3 		$243K Sell
1,268
-22
-2% -$4.81K 0.01% 143
2023
Q2 		$272K Sell
1,290
-683
-35% -$142K 0.01% 129
2023
Q1 		$419K Buy
1,973
+240
+14% +$49.9K 0.04% 120
2022
Q4 		$330K Buy
1,733
+81
+5% +$13.2K 0.04% 134
2022
Q3 		$199K Buy
+1,652
New +$253K 0.03% 159
2022
Q2 		– Sell
-1,552
Closed -$297K – 136
2022
Q1 		$297K Buy
1,552
+21
+1% +$4.21K 0.03% 101
2021
Q4 		$308K Buy
+1,531
New +$323K 0.03% 120

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