Retirement Income Solutions’s Boeing BA Stock Holding History

Retirement Income Solutions’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	$203K	Hold	1,021	–	–	0.03%	167
2025 Q4	$222K	Buy	1,021 +49	+5%	+$10.1K	0.04%	158
2025 Q3	$210K	Hold	972	–	–	0.04%	158
2025 Q2	$204K	Buy	+972	New	+$184K	0.04%	152
2024 Q2	–	Sell	-1,100	Closed	-$212K	–	143
2024 Q1	$212K	Buy	1,100 +50	+5%	+$10.3K	0.05%	143
2023 Q4	$274K	Hold	1,050	–	–	0.07%	110
2023 Q3	$201K	Hold	1,050	–	–	0.06%	127
2023 Q2	$222K	Sell	1,050 -65	-6%	-$13.5K	0.06%	127
2023 Q1	$237K	Buy	+1,115	New	+$232K	0.07%	120
2020 Q1	–	Sell	-681	Closed	-$222K	–	74
2019 Q4	$222K	Hold	681	–	–	0.09%	70
2019 Q3	$259K	Hold	681	–	–	0.14%	61
2019 Q2	$248K	Hold	681	–	–	0.13%	57
2019 Q1	$260K	Hold	681	–	–	0.15%	59
2018 Q4	$220K	Hold	681	–	–	0.14%	57
2018 Q3	$253K	Buy	681 +27	+4%	+$9.48K	0.14%	58
2018 Q2	$219K	Buy	654 +33	+5%	+$11.4K	0.13%	62
2018 Q1	$204K	Buy	+621	New	+$210K	0.12%	61

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