Pettee Investors’s Boeing BA Stock Holding History

Pettee Investors’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	$344K	Hold	1,500	–	–	0.18%	94
2025 Q4	$326K	Hold	1,500	–	–	0.18%	94
2025 Q3	$324K	Hold	1,500	–	–	0.18%	97
2025 Q2	$314K	Hold	1,500	–	–	0.19%	91
2025 Q1	$256K	Hold	1,500	–	–	0.15%	100
2024 Q4	$266K	Hold	1,500	–	–	0.13%	107
2024 Q3	$228K	Hold	1,500	–	–	0.11%	114
2024 Q2	$273K	Hold	1,500	–	–	0.13%	106
2024 Q1	$289K	Hold	1,500	–	–	0.12%	104
2023 Q4	$391K	Hold	1,500	–	–	0.17%	95
2023 Q3	$288K	Hold	1,500	–	–	0.14%	103
2023 Q2	$317K	Buy	1,500 +500	+50%	+$104K	0.14%	103
2023 Q1	$212K	Buy	+1,000	New	+$208K	0.1%	116

Other funds holding BA

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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