Stone Summit Wealth’s Boeing BA Stock Holding History

Stone Summit Wealth’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	$368K	Hold	1,850	–	–	0.1%	111
2025 Q4	$402K	Hold	1,850	–	–	0.11%	108
2025 Q3	$399K	Hold	1,850	–	–	0.11%	106
2025 Q2	$388K	Hold	1,850	–	–	0.12%	111
2025 Q1	$316K	Hold	1,850	–	–	0.11%	116
2024 Q4	$327K	Sell	1,850 -116	-6%	-$18.2K	0.11%	117
2024 Q3	$299K	Buy	1,966 +16	+0.8%	+$2.74K	0.1%	125
2024 Q2	$355K	Hold	1,950	–	–	0.13%	112
2024 Q1	$376K	Hold	1,950	–	–	0.13%	116
2023 Q4	$508K	Hold	1,950	–	–	0.19%	99
2023 Q3	$374K	Hold	1,950	–	–	0.16%	110
2023 Q2	$412K	Hold	1,950	–	–	0.17%	102
2023 Q1	$414K	Sell	1,950 -160	-8%	-$33.2K	0.18%	93
2022 Q4	$402K	Hold	2,110	–	–	0.2%	96
2022 Q3	$255K	Hold	2,110	–	–	0.16%	116
2022 Q2	$288K	Sell	2,110 -150	-7%	-$22.1K	0.17%	111
2022 Q1	$432K	Buy	+2,260	New	+$454K	0.24%	93

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