Retirement Planning Group (Kansas)’s Boeing BA Stock Holding History

Retirement Planning Group (Kansas)’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	$426K	Buy	2,140 +303	+16%	+$69K	0.01%	333
2025 Q4	$399K	Buy	1,837 +101	+6%	+$20.8K	0.01%	294
2025 Q3	$375K	Buy	1,736 +391	+29%	+$88.2K	0.01%	301
2025 Q2	$282K	Buy	+1,345	New	+$254K	0.01%	268
2025 Q1	–	Sell	-1,235	Closed	-$219K	–	298
2024 Q4	$219K	Buy	+1,235	New	+$194K	0.01%	261
2020 Q1	–	Sell	-651	Closed	-$212K	–	57
2019 Q4	$212K	Hold	651	–	–	0.04%	72
2019 Q3	$248K	Sell	651 -14	-2%	-$5K	0.05%	63
2019 Q2	$242K	Hold	665	–	–	0.05%	62
2019 Q1	$254K	Buy	665 +6	+0.9%	+$2.31K	0.06%	59
2018 Q4	$213K	Sell	659 -3	-0.5%	-$1.04K	0.06%	64
2018 Q3	$246K	Sell	662 -107	-14%	-$37.6K	0.06%	51
2018 Q2	$258K	Hold	769	–	–	0.07%	47
2018 Q1	$252K	Hold	769	–	–	0.07%	47
2017 Q4	$227K	Buy	+769	New	+$208K	0.06%	48

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