Level Financial Advisors’s Boeing BA Stock Holding History

Level 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	$214K	Sell	1,074 -8	-0.7%	-$1.82K	0.05%	89
2025 Q4	$235K	Hold	1,082	–	–	0.06%	89
2025 Q3	$234K	Hold	1,082	–	–	0.07%	92
2025 Q2	$227K	Buy	+1,082	New	+$204K	0.07%	86
2024 Q1	–	Sell	-264	Closed	-$68.8K	–	92
2023 Q4	$68.8K	Hold	264	–	–	0.03%	99
2023 Q3	$50.6K	Hold	264	–	–	0.03%	108
2023 Q2	$55.7K	Hold	264	–	–	0.03%	106
2023 Q1	$56.1K	Hold	264	–	–	0.03%	94
2022 Q4	$50K	Hold	264	–	–	0.03%	97
2022 Q3	$32K	Hold	264	–	–	0.02%	116
2022 Q2	$36K	Hold	264	–	–	0.03%	122
2022 Q1	$51K	Hold	264	–	–	0.04%	84
2021 Q4	$53K	Buy	+264	New	+$55.8K	0.04%	90

Other funds holding BA

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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