NPFS
BA icon

Novak & Powell Financial Services’s Boeing BA Stock Holding History

Novak & Powell Financial Services’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 		$1.2M Sell
6,013
-100
-2% -$22.8K 0.64% 39
2025
Q4 		$1.33M Sell
6,113
-3
-0% -$617 0.69% 37
2025
Q3 		$1.32M Buy
6,116
+3
+0% +$676 0.69% 36
2025
Q2 		$1.28M Sell
6,113
-200
-3% -$37.8K 0.89% 22
2025
Q1 		$1.08M Sell
6,313
-450
-7% -$77.9K 0.67% 36
2024
Q4 		$1.2M Hold
6,763
– – 0.71% 34
2024
Q3 		$1.03M Hold
6,763
– – 0.6% 41
2024
Q2 		$1.23M Sell
6,763
-168
-2% -$29.9K 0.76% 36
2024
Q1 		$1.34M Sell
6,931
-192
-3% -$39.5K 1% 25
2023
Q4 		$1.86M Buy
+7,123
New +$1.52M 1.24% 19

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VCM
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State Street
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Newport Trust Company
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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