PWAM
BA icon

Pinnacle West Asset Management’s Boeing BA Stock Holding History

Pinnacle West Asset 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 		$923K Sell
4,640
-25
-0.5% -$5.69K 0.63% 44
2025
Q4 		$1.01M Sell
4,665
-60
-1% -$12.3K 0.66% 42
2025
Q3 		$1.02M Buy
4,725
+30
+0.6% +$6.76K 0.66% 41
2025
Q2 		$984K Sell
4,695
-65
-1% -$12.3K 0.68% 41
2025
Q1 		$812K Buy
4,760
+65
+1% +$11.3K 0.59% 51
2024
Q4 		$831K Hold
4,695
– – 0.59% 48
2024
Q3 		$714K Buy
4,695
+340
+8% +$58.3K 0.51% 59
2024
Q2 		$793K Sell
4,355
-265
-6% -$47.2K 0.62% 50
2024
Q1 		$892K Sell
4,620
-30
-0.6% -$6.17K 0.71% 48
2023
Q4 		$1.21M Buy
4,650
+130
+3% +$27.8K 1.04% 35
2023
Q3 		$866K Buy
4,520
+100
+2% +$21.9K 0.85% 41
2023
Q2 		$933K Sell
4,420
-25
-0.6% -$5.19K 0.91% 41
2023
Q1 		$944K Buy
+4,445
New +$924K 0.99% 38

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