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Live Oak Private Wealth’s Boeing BA Stock Holding History

Live Oak Private Wealth’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 		$7.27M Buy
36,518
+1,158
+3% +$264K 1.01% 40
2025
Q4 		$7.68M Buy
35,360
+243
+0.7% +$50K 1.05% 38
2025
Q3 		$7.58M Buy
35,117
+677
+2% +$153K 1.06% 37
2025
Q2 		$7.22M Buy
34,440
+407
+1% +$76.9K 1.08% 35
2025
Q1 		$5.8M Buy
34,033
+238
+0.7% +$41.2K 0.94% 43
2024
Q4 		$5.98M Sell
33,795
-934
-3% -$147K 1.01% 39
2024
Q3 		$5.28M Buy
34,729
+613
+2% +$105K 0.86% 48
2024
Q2 		$6.21M Sell
34,116
-371
-1% -$66.1K 1.07% 35
2024
Q1 		$6.66M Sell
34,487
-11,221
-25% -$2.31M 1.15% 35
2023
Q4 		$11.9M Buy
45,708
+179
+0.4% +$38.3K 2.24% 9
2023
Q3 		$8.73M Buy
45,529
+41
+0.1% +$8.97K 1.86% 15
2023
Q2 		$9.61M Buy
45,488
+79
+0.2% +$16.4K 1.91% 12
2023
Q1 		$9.65M Sell
45,409
-347
-0.8% -$72.1K 1.99% 10
2022
Q4 		$8.72M Buy
45,756
+1,357
+3% +$222K 1.8% 12
2022
Q3 		$5.38M Buy
44,399
+529
+1% +$81.1K 1.21% 36
2022
Q2 		$6M Buy
+43,870
New +$6.47M 1.26% 29
2020
Q2 		– Sell
-1,465
Closed -$218K – 134
2020
Q1 		$218K Buy
1,465
+596
+69% +$163K 0.22% 69
2019
Q4 		$283K Buy
+869
New +$308K 0.28% 62

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