Action Point Financial Planning’s Boeing BA Stock Holding History

Action Point Financial Planning’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	$168K	Buy	+783	New	+$174K	0.02%	476

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's BA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Boeing (BA) in Q2 2026: 783 shares worth $168K. The stake represents 0.02% of the portfolio and ranks #476 among its holdings.

2,611 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Action Point Financial Planning held 783 shares of Boeing worth $168K as of Q2 2026.
Boeing was a new Action Point Financial Planning position in Q2 2026.
Boeing made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #476 holding.
2,611 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.