KAS
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KPP Advisory Services’s Boeing BA Stock Holding History

KPP Advisory Services’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 		$514K Buy
2,582
+1,051
+69% +$239K 0.07% 213
2025
Q4 		$332K Sell
1,531
-149
-9% -$30.6K 0.05% 261
2025
Q3 		$363K Buy
1,680
+150
+10% +$33.8K 0.05% 247
2025
Q2 		$321K Buy
1,530
+24
+2% +$4.53K 0.05% 246
2025
Q1 		$257K Buy
1,506
+144
+11% +$24.9K 0.05% 257
2024
Q4 		$241K Sell
1,362
-531
-28% -$83.3K 0.06% 225
2024
Q3 		$288K Buy
1,893
+151
+9% +$25.9K 0.07% 203
2024
Q2 		$317K Sell
1,742
-336
-16% -$59.9K 0.08% 176
2024
Q1 		$401K Sell
2,078
-315
-13% -$64.7K 0.11% 149
2023
Q4 		$624K Sell
2,393
-645
-21% -$138K 0.55% 48
2023
Q3 		$582K Buy
+3,038
New +$665K 0.19% 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