TWD
BA icon

True Wealth Design’s Boeing BA Stock Holding History

True Wealth Design’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 		$89K Buy
447
+149
+50% +$33.9K 0.02% 240
2025
Q4 		$64.7K Buy
298
+85
+40% +$17.5K 0.02% 268
2025
Q3 		$45.9K Buy
213
+11
+5% +$2.48K 0.01% 339
2025
Q2 		$42.3K Buy
202
+67
+50% +$12.7K 0.01% 228
2025
Q1 		$23K Buy
135
+32
+31% +$5.54K 0.01% 322
2024
Q4 		$18.2K Buy
103
+3
+3% +$471 0.01% 337
2024
Q3 		$15.2K Hold
100
– – 0.01% 365
2024
Q2 		$18.2K Hold
100
– – ﹤0.01% 218
2024
Q1 		$19.3K Hold
100
– – ﹤0.01% 216
2023
Q4 		$26.1K Hold
100
– – 0.01% 187
2023
Q3 		$19.2K Hold
100
– – 0.01% 179
2023
Q2 		$21.1K Sell
100
-73
-42% -$15.2K 0.01% 183
2023
Q1 		$36.8K Hold
173
– – 0.02% 177
2022
Q4 		$33K Buy
+173
New +$28.3K 0.02% 167

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