Premier Path Wealth Partners’s Boeing BA Stock Holding History

Premier Path Wealth Partners’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	$1.56M	Sell	7,833 -669	-8%	-$152K	0.2%	111
2025 Q4	$1.85M	Sell	8,502 -737	-8%	-$152K	0.24%	91
2025 Q3	$1.99M	Buy	9,239 +572	+7%	+$129K	0.26%	84
2025 Q2	$1.82M	Sell	8,667 -1,163	-12%	-$220K	0.25%	91
2025 Q1	$1.68M	Sell	9,830 -671	-6%	-$116K	0.26%	91
2024 Q4	$1.86M	Buy	10,501 +918	+10%	+$144K	0.28%	82
2024 Q3	$1.46M	Buy	9,583 +1,504	+19%	+$258K	0.23%	108
2024 Q2	$1.47M	Sell	8,079 -386	-5%	-$68.8K	0.25%	98
2024 Q1	$1.61M	Buy	8,465 +1,254	+17%	+$258K	0.3%	86
2023 Q4	$1.89M	Buy	+7,211	New	+$1.54M	0.42%	51

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