WF
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WoodTrust Financial’s Boeing BA Stock Holding History

WoodTrust Financial’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 		$1.84M Buy
9,235
+500
+6% +$114K 0.24% 59
2025
Q4 		$1.9M Buy
8,735
+300
+4% +$61.7K 0.22% 64
2025
Q3 		$1.82M Sell
8,435
-202
-2% -$45.5K 0.22% 63
2025
Q2 		$1.81M Buy
8,637
+7,206
+504% +$1.36M 0.23% 64
2025
Q1 		$244K Buy
+1,431
New +$248K 0.03% 149
2020
Q1 		– Sell
-11,205
Closed -$3.65M – 70
2019
Q4 		$3.65M Sell
11,205
-510
-4% -$181K 1.44% 27
2019
Q3 		$4.46M Buy
11,715
+190
+2% +$67.9K 1.92% 21
2019
Q2 		$4.2M Buy
11,525
+472
+4% +$172K 1.89% 21
2019
Q1 		$4.22M Buy
11,053
+464
+4% +$179K 2.02% 19
2018
Q4 		$3.42M Buy
10,589
+4,585
+76% +$1.58M 1.93% 19
2018
Q3 		$2.23M Buy
6,004
+99
+2% +$34.8K 1.08% 37
2018
Q2 		$1.98M Sell
5,905
-762
-11% -$262K 1.04% 37
2018
Q1 		$2.19M Sell
6,667
-368
-5% -$124K 1.17% 33
2017
Q4 		$2.08M Buy
+7,035
New +$1.9M 1.1% 39

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