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OneAscent Wealth Management’s Boeing BA Stock Holding History

OneAscent 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 		– Sell
-1,160
Closed -$252K – 160
2025
Q4 		$252K Hold
1,160
– – 0.08% 135
2025
Q3 		$250K Buy
1,160
+20
+2% +$4.51K 0.08% 145
2025
Q2 		$239K Buy
+1,140
New +$215K 0.09% 143
2024
Q2 		– Sell
-2,494
Closed -$481K – 102
2024
Q1 		$481K Sell
2,494
-391
-14% -$80.3K 0.18% 74
2023
Q4 		$752K Sell
2,885
-38
-1% -$8.13K 0.3% 37
2023
Q3 		$560K Buy
+2,923
New +$640K 0.25% 50
2023
Q2 		– Sell
-1,590
Closed -$338K – 109
2023
Q1 		$338K Buy
+1,590
New +$330K 0.13% 105

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VCM
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State Street
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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