Wedmont Private Capital’s Boeing BA Stock Holding History

Wedmont Private Capital’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 Q2	$2.58M	Buy	11,599 +259	+2%	+$57.6K	0.07%	146
2026 Q1	$2.47M	Buy	11,340 +1,741	+18%	+$396K	0.08%	142
2025 Q4	$2.19M	Buy	9,599 +2,003	+26%	+$412K	0.08%	150
2025 Q3	$1.68M	Buy	7,596 +644	+9%	+$145K	0.06%	189
2025 Q2	$1.58M	Buy	6,952 +1,045	+18%	+$197K	0.07%	188
2025 Q1	$926K	Buy	5,907 +957	+19%	+$166K	0.05%	237
2024 Q4	$851K	Buy	4,950 +381	+8%	+$59.8K	0.04%	257
2024 Q3	$712K	Sell	4,569 -541	-11%	-$92.8K	0.04%	276
2024 Q2	$932K	Sell	5,110 -406	-7%	-$72.4K	0.06%	210
2024 Q1	$983K	Sell	5,516 -530	-9%	-$109K	0.07%	184
2023 Q4	$1.38M	Buy	6,046 +1,301	+27%	+$278K	0.11%	114
2023 Q3	$894K	Buy	4,745 +132	+3%	+$28.9K	0.09%	142
2023 Q2	$983K	Buy	4,613 +330	+8%	+$68.5K	0.11%	130
2023 Q1	$903K	Buy	4,283 +243	+6%	+$50.5K	0.12%	126
2022 Q4	$861K	Buy	4,040 +557	+16%	+$91.1K	0.13%	127
2022 Q3	$422K	Buy	3,483 +812	+30%	+$125K	0.08%	184
2022 Q2	$365K	Sell	2,671 -59	-2%	-$8.7K	0.08%	191
2022 Q1	$522K	Buy	2,730 +592	+28%	+$119K	0.12%	137
2021 Q4	$479K	Buy	+2,138	New	+$452K	0.15%	113

Other funds holding BA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return