WE
BA icon

Wealth Effects’s Boeing BA Stock Holding History

Wealth Effects’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 		$2.38M Buy
11,976
+619
+5% +$141K 0.84% 23
2025
Q4 		$2.47M Buy
11,357
+1,038
+10% +$213K 0.77% 21
2025
Q3 		$2.23M Buy
10,319
+94
+0.9% +$21.2K 0.72% 28
2025
Q2 		$2.14M Buy
10,225
+609
+6% +$115K 0.8% 26
2025
Q1 		$1.64M Buy
9,616
+160
+2% +$27.7K 0.69% 30
2024
Q4 		$1.67M Sell
9,456
-1,716
-15% -$269K 0.59% 33
2024
Q3 		$1.7M Buy
11,172
+176
+2% +$30.2K 0.6% 38
2024
Q2 		$2M Buy
10,996
+577
+6% +$103K 0.73% 25
2024
Q1 		$2.01M Buy
10,419
+805
+8% +$165K 0.74% 22
2023
Q4 		$2.51M Buy
9,614
+1,366
+17% +$292K 0.94% 17
2023
Q3 		$1.58M Buy
8,248
+318
+4% +$69.6K 0.78% 23
2023
Q2 		$1.67M Buy
7,930
+242
+3% +$50.3K 0.74% 24
2023
Q1 		$1.63M Buy
7,688
+113
+1% +$23.5K 0.84% 24
2022
Q4 		$1.44M Sell
7,575
-373
-5% -$61K 0.82% 31
2022
Q3 		$962K Sell
7,948
-1,183
-13% -$181K 0.59% 42
2022
Q2 		$1.25M Buy
9,131
+75
+0.8% +$11.1K 0.75% 33
2022
Q1 		$1.73M Buy
9,056
+340
+4% +$68.2K 0.81% 26
2021
Q4 		$1.75M Buy
+8,716
New +$1.84M 0.73% 27

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