B.A. Schrock Wealth Management, Inc.’s Boeing BA Stock Holding History

B.A. Schrock Wealth Management, 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 Q3	$2.37M	Buy	+12,333	New	+$2.64M	0.87%	38

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s BA Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Boeing (BA) in Q3 2026: 12,333 shares worth $2.37M. The stake represents 0.87% of the portfolio and ranks #38 among its holdings.

333 funds tracked by Wall St. Rank hold BA as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 12,333 shares of Boeing worth $2.37M as of Q3 2026.
Boeing was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Boeing made up 0.87% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #38 holding.
333 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.