MPWT
BA icon

MassMutual Private Wealth & Trust’s Boeing BA Stock Holding History

MassMutual Private Wealth & Trust’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 		$934K Sell
4,315
-130
-3% -$28.9K 0.02% 262
2026
Q1 		$885K Sell
4,445
-746
-14% -$170K 0.02% 258
2025
Q4 		$1.13M Buy
5,191
+1,109
+27% +$228K 0.03% 232
2025
Q3 		$881K Buy
4,082
+92
+2% +$20.7K 0.02% 257
2025
Q2 		$836K Sell
3,990
-88
-2% -$16.6K 0.02% 266
2025
Q1 		$696K Buy
4,078
+1,162
+40% +$201K 0.02% 288
2024
Q4 		$516K Buy
2,916
+214
+8% +$33.6K 0.01% 315
2024
Q3 		$411K Sell
2,702
-87
-3% -$14.9K 0.01% 325
2024
Q2 		$508K Buy
2,789
+271
+11% +$48.3K 0.02% 300
2024
Q1 		$486K Buy
2,518
+297
+13% +$61K 0.02% 297
2023
Q4 		$579K Sell
2,221
-936
-30% -$200K 0.02% 270
2023
Q3 		$605K Buy
3,157
+467
+17% +$102K 0.02% 267
2023
Q2 		$568K Buy
2,690
+87
+3% +$18.1K 0.02% 264
2023
Q1 		$553K Sell
2,603
-69
-3% -$14.3K 0.02% 258
2022
Q4 		$509K Buy
2,672
+120
+5% +$19.6K 0.02% 271
2022
Q3 		$309K Buy
2,552
+86
+3% +$13.2K 0.01% 295
2022
Q2 		$337K Buy
2,466
+136
+6% +$20.1K 0.01% 295
2022
Q1 		$446K Buy
2,330
+34
+1% +$6.83K 0.02% 290
2021
Q4 		$462K Sell
2,296
-175
-7% -$37K 0.02% 297
2021
Q3 		$543K Sell
2,471
-123
-5% -$27.4K 0.02% 275
2021
Q2 		$621K Buy
2,594
+86
+3% +$20.8K 0.03% 269
2021
Q1 		$639K Sell
2,508
-36
-1% -$8K 0.03% 260
2020
Q4 		$545K Sell
2,544
-171
-6% -$32.9K 0.03% 268
2020
Q3 		$449K Sell
2,715
-9,673
-78% -$1.65M 0.03% 271
2020
Q2 		$2.27M Buy
12,388
+2,039
+20% +$313K 0.15% 150
2020
Q1 		$1.54M Buy
10,349
+76
+0.7% +$20.8K 0.12% 155
2019
Q4 		$3.35M Buy
10,273
+71
+0.7% +$25.1K 0.21% 128
2019
Q3 		$3.88M Buy
10,202
+3,422
+50% +$1.22M 0.26% 108
2019
Q2 		$2.47M Buy
6,780
+4,413
+186% +$1.61M 0.17% 137
2019
Q1 		$903K Sell
2,367
-484
-17% -$186K 0.07% 208
2018
Q4 		$919K Buy
2,851
+29
+1% +$10K 0.08% 185
2018
Q3 		$1.05M Sell
2,822
-56
-2% -$19.7K 0.08% 180
2018
Q2 		$966K Sell
2,878
-67
-2% -$23K 0.08% 186
2018
Q1 		$966K Sell
2,945
-355
-11% -$120K 0.08% 183
2017
Q4 		$973K Buy
3,300
+238
+8% +$64.4K 0.08% 179
2017
Q3 		$778K Buy
3,062
+2,013
+192% +$469K 0.06% 197
2017
Q2 		$207K Sell
1,049
-75
-7% -$14K 0.02% 329
2017
Q1 		$199K Buy
1,124
+96
+9% +$16.4K 0.02% 335
2016
Q4 		$160K Buy
+1,028
New +$150K 0.02% 286
2016
Q2 		$199K Buy
1,534
+870
+131% +$113K 0.03% 322
2016
Q1 		$84.3K Sell
664
-212
-24% -$26.3K 0.01% 342
2015
Q4 		$127K Sell
876
-510
-37% -$73.5K 0.02% 309
2015
Q3 		$177K Buy
1,386
+125
+10% +$17.3K 0.04% 272
2015
Q2 		$160K Buy
1,261
+417
+49% +$60.8K 0.04% 283
2015
Q1 		$127K Sell
844
-359
-30% -$52.3K 0.02% 315
2014
Q4 		$156K Sell
1,203
-183
-13% -$23.2K 0.05% 199
2014
Q3 		$177K Buy
1,386
+125
+10% +$15.7K 0.04% 269
2014
Q2 		$160K Buy
1,261
+625
+98% +$81.6K 0.06% 176
2014
Q1 		$79.8K Buy
636
+172
+37% +$22.4K 0.05% 184
2013
Q4 		$63.3K Buy
+464
New +$60.3K 0.06% 165

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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