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CARLSON FINANCIAL, INC.’s Boeing BA Stock Holding History

CARLSON FINANCIAL, INC.’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 		$589K Hold
2,720
– – 0.3% 78
2026
Q1 		$541K Hold
2,720
– – 0.32% 77
2025
Q4 		$591K Buy
+2,720
New +$559K 0.34% 68

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s BA Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. held its Boeing (BA) position steady in Q2 2026 at 2,720 shares worth $589K. The position accounts for 0.3% of the portfolio, ranked #78.

CARLSON FINANCIAL, INC. first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $591K in Q4 2025. 2,615 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 2,720 shares of Boeing worth $589K as of Q2 2026.
  • CARLSON FINANCIAL, INC. left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.3% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #78 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Boeing position peaked at $591K in Q4 2025.
  • 2,615 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.