LA
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Lifeworks Advisors’s Boeing BA Stock Holding History

Lifeworks 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 		$972K Buy
4,885
+2,849
+140% +$649K 0.12% 129
2025
Q4 		$442K Sell
2,036
-189
-8% -$38.9K 0.06% 221
2025
Q3 		$480K Buy
2,225
+21
+1% +$4.74K 0.06% 211
2025
Q2 		$462K Sell
2,204
-160
-7% -$30.2K 0.07% 202
2025
Q1 		$403K Buy
2,364
+219
+10% +$37.9K 0.07% 209
2024
Q4 		$380K Buy
2,145
+49
+2% +$7.69K 0.07% 201
2024
Q3 		$319K Sell
2,096
-799
-28% -$137K 0.06% 219
2024
Q2 		$527K Buy
2,895
+981
+51% +$175K 0.15% 126
2024
Q1 		$369K Sell
1,914
-51
-3% -$10.5K 0.1% 153
2023
Q4 		$512K Sell
1,965
-123
-6% -$26.3K 0.18% 115
2023
Q3 		$400K Sell
2,088
-77
-4% -$16.8K 0.16% 134
2023
Q2 		$457K Sell
2,165
-170
-7% -$35.3K 0.19% 106
2023
Q1 		$496K Sell
2,335
-182
-7% -$37.8K 0.24% 105
2022
Q4 		$479K Sell
2,517
-681
-21% -$111K 0.27% 83
2022
Q3 		$456K Sell
3,198
-1,448
-31% -$222K 0.26% 92
2022
Q2 		$635K Buy
4,646
+767
+20% +$113K 0.4% 81
2022
Q1 		$742K Sell
3,879
-1,311
-25% -$263K 0.49% 75
2021
Q4 		$1.04M Buy
+5,190
New +$1.1M 0.83% 37

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