PWG
BA icon

Portside Wealth Group’s Boeing BA Stock Holding History

Portside Wealth Group’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 		$4.86M Buy
24,393
+2,051
+9% +$467K 0.66% 31
2025
Q4 		$4.85M Buy
22,342
+2,981
+15% +$613K 0.66% 30
2025
Q3 		$4.18M Buy
19,361
+1,627
+9% +$367K 0.58% 38
2025
Q2 		$3.72M Sell
17,734
-246
-1% -$46.5K 0.55% 48
2025
Q1 		$3.07M Buy
17,980
+1,844
+11% +$319K 0.5% 57
2024
Q4 		$2.86M Buy
16,136
+1,997
+14% +$313K 0.47% 52
2024
Q3 		$2.15M Buy
14,139
+4,491
+47% +$770K 0.37% 67
2024
Q2 		$1.76M Buy
9,648
+2,620
+37% +$467K 0.34% 78
2024
Q1 		$1.36M Buy
7,028
+1,599
+29% +$329K 0.25% 96
2023
Q4 		$1.42M Buy
5,429
+345
+7% +$73.8K 0.26% 96
2023
Q3 		$976K Buy
5,084
+722
+17% +$158K 0.18% 120
2023
Q2 		$921K Buy
+4,362
New +$906K 0.17% 133

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