Sumitomo Mitsui Financial Group’s Boeing BA Stock Holding History

Sumitomo Mitsui Financial Group’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	$39.8K	Buy	+200	New	+$45.5K	﹤0.01%	176
2024 Q1	–	Hold	0	–	–	–	172
2023 Q4	–	Hold	0	–	–	–	163
2023 Q3	–	Hold	0	–	–	–	174
2022 Q4	–	Hold	0	–	–	–	173
2022 Q3	–	Hold	0	–	–	–	195
2022 Q2	–	Sell	-265	Closed	-$39.1K	–	199
2022 Q1	$52K	Buy	265 +15	+6%	+$3.01K	﹤0.01%	176
2021 Q4	$51K	Buy	+250	New	+$52.8K	﹤0.01%	168
2021 Q2	–	Hold	0	–	–	–	167
2021 Q1	–	Hold	0	–	–	–	179
2019 Q4	–	Sell	-355	Closed	-$136K	–	129
2019 Q3	$136K	Buy	+355	New	+$127K	0.01%	104
2019 Q1	–	Sell	-1,000	Closed	-$317K	–	118
2018 Q4	$317K	Sell	1,000 -1,000	-50%	-$345K	0.02%	83
2018 Q3	$735K	Buy	2,000 +1,665	+497%	+$585K	0.06%	63
2018 Q2	$112K	Buy	+335	New	+$115K	0.01%	77
2017 Q3	–	Sell	-46	Closed	-$9K	–	103
2017 Q2	$9K	Sell	46 -749	-94%	-$139K	﹤0.01%	103
2017 Q1	$141K	Buy	+795	New	+$135K	0.03%	39

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