KFP
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KMG Fiduciary Partners’s Boeing BA Stock Holding History

KMG Fiduciary Partners’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
Q2 		$2.88M Sell
13,313
-3,552
-21% -$790K 0.27% 77
2026
Q1 		$3.36M Sell
16,865
-53
-0.3% -$12.1K 0.25% 100
2025
Q4 		$3.67M Buy
16,918
+462
+3% +$95K 0.26% 89
2025
Q3 		$3.55M Buy
16,456
+69
+0.4% +$15.6K 0.24% 100
2025
Q2 		$3.43M Buy
16,387
+1,886
+13% +$356K 0.25% 97
2025
Q1 		$2.47M Buy
14,501
+10,972
+311% +$1.9M 0.21% 109
2024
Q4 		$625K Buy
3,529
+196
+6% +$30.8K 0.05% 206
2024
Q3 		$507K Sell
3,333
-908
-21% -$156K 0.04% 211
2024
Q2 		$772K Sell
4,241
-7,023
-62% -$1.25M 0.08% 163
2024
Q1 		$2.17M Sell
11,264
-10,743
-49% -$2.21M 0.23% 95
2023
Q4 		$5.74M Buy
22,007
+1,005
+5% +$215K 0.67% 40
2023
Q3 		$4.03M Buy
21,002
+610
+3% +$133K 0.53% 48
2023
Q2 		$4.31M Buy
20,392
+604
+3% +$125K 0.56% 49
2023
Q1 		$4.2M Buy
19,788
+1,450
+8% +$301K 0.6% 48
2022
Q4 		$3.49M Buy
18,338
+1,424
+8% +$233K 0.57% 55
2022
Q3 		$2.05M Buy
16,914
+6,561
+63% +$1.01M 0.39% 69
2022
Q2 		$1.42M Buy
10,353
+1,029
+11% +$152K 0.26% 88
2022
Q1 		$1.79M Sell
9,324
-154
-2% -$30.9K 0.29% 85
2021
Q4 		$1.91M Buy
9,478
+240
+3% +$50.7K 0.3% 84
2021
Q3 		$2.03M Buy
9,238
+4,443
+93% +$991K 0.35% 71
2021
Q2 		$1.15M Buy
4,795
+490
+11% +$118K 0.2% 94
2021
Q1 		$1.1M Sell
4,305
-16,932
-80% -$3.76M 0.21% 91
2020
Q4 		$4.49M Buy
21,237
+2,166
+11% +$416K 0.95% 29
2020
Q3 		$3.15M Buy
19,071
+770
+4% +$131K 0.78% 36
2020
Q2 		$3.35M Buy
18,301
+1,439
+9% +$221K 0.93% 32
2020
Q1 		$2.52M Sell
16,862
-4,225
-20% -$1.16M 0.82% 39
2019
Q4 		$6.87M Buy
21,087
+395
+2% +$140K 2.09% 13
2019
Q3 		$7.87M Buy
20,692
+139
+0.7% +$49.7K 2.67% 10
2019
Q2 		$7.48M Buy
20,553
+1,144
+6% +$417K 2.71% 9
2019
Q1 		$7.4M Buy
19,409
+1,037
+6% +$399K 2.81% 9
2018
Q4 		$5.92M Buy
+18,372
New +$6.35M 2.69% 10

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return