MWM
BA icon

Modern Wealth Management’s Boeing BA Stock Holding History

Modern Wealth Management’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 		$9.3M Buy
44,857
+6,117
+16% +$1.39M 0.16% 140
2025
Q4 		$8.41M Buy
38,740
+2,215
+6% +$456K 0.15% 146
2025
Q3 		$7.88M Sell
36,525
-1,102
-3% -$248K 0.16% 141
2025
Q2 		$7.88M Sell
37,627
-11
-0% -$2.08K 0.19% 115
2025
Q1 		$6.42M Buy
37,638
+7,000
+23% +$1.21M 0.21% 100
2024
Q4 		$5.42M Buy
+30,638
New +$4.81M 0.2% 99
2024
Q3 		– Sell
-1,322
Closed -$241K – 439
2024
Q2 		$241K Buy
1,322
+219
+20% +$39K 0.02% 352
2024
Q1 		$213K Sell
1,103
-519
-32% -$107K 0.02% 280
2023
Q4 		$423K Buy
+1,622
New +$347K 0.05% 104

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