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Kapstone Financial Advisors’s Boeing BA Stock Holding History

Kapstone Financial 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 		$288K Buy
1,447
+100
+7% +$22.8K 0.14% 103
2025
Q4 		$292K Sell
1,347
-20
-1% -$4.11K 0.15% 87
2025
Q3 		$295K Sell
1,367
-254
-16% -$57.3K 0.14% 78
2025
Q2 		$340K Hold
1,621
– – 0.17% 71
2025
Q1 		$276K Sell
1,621
-151
-9% -$26.1K 0.16% 80
2024
Q4 		$308K Sell
1,772
-157
-8% -$24.6K 0.16% 76
2024
Q3 		$302K Sell
1,929
-75
-4% -$12.9K 0.18% 78
2024
Q2 		$365K Sell
2,004
-222
-10% -$39.6K 0.24% 70
2024
Q1 		$430K Sell
2,226
-34
-2% -$6.99K 0.29% 62
2023
Q4 		$456K Buy
2,260
+302
+15% +$64.6K 0.36% 57
2023
Q3 		$375K Sell
1,958
-642
-25% -$140K 0.34% 59
2023
Q2 		$619K Buy
2,600
+94
+4% +$19.5K 0.51% 40
2023
Q1 		$535K Sell
2,506
-159
-6% -$33K 0.48% 46
2022
Q4 		$558K Buy
+2,665
New +$436K 0.51% 43

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