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Stone House Investment Management’s Boeing BA Stock Holding History

Stone House Investment 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 		$168K Buy
845
+280
+50% +$63.8K 0.03% 92
2025
Q4 		$123K Sell
565
-107
-16% -$22K 0.02% 108
2025
Q3 		$145K Buy
672
+2
+0.3% +$451 0.02% 93
2025
Q2 		$140K Buy
670
+73
+12% +$13.8K 0.03% 93
2025
Q1 		$102K Buy
+597
New +$103K 0.02% 93
2024
Q4 		– Sell
-472
Closed -$71.8K – 75
2024
Q3 		$71.8K Buy
472
+23
+5% +$3.94K 0.01% 95
2024
Q2 		$81.7K Sell
449
-57
-11% -$10.2K 0.02% 88
2024
Q1 		$97.7K Buy
506
+138
+38% +$28.4K 0.02% 86
2023
Q4 		$95.9K Buy
368
+35
+11% +$7.49K 0.03% 62
2023
Q3 		$63.8K Buy
333
+36
+12% +$7.88K 0.02% 74
2023
Q2 		$62.7K Buy
297
+37
+14% +$7.69K 0.02% 76
2023
Q1 		$55.2K Buy
+260
New +$54K 0.02% 87
2019
Q2 		– Sell
-242
Closed -$92K – 45
2019
Q1 		$92K Buy
+242
New +$93.2K 0.05% 64

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