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Asset Planning Inc’s Boeing BA Stock Holding History

Asset Planning 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 		$178K Hold
820
– – 0.11% 100
2026
Q1 		$163K Sell
820
-166
-17% -$37.8K 0.12% 92
2025
Q4 		$214K Sell
986
-140
-12% -$28.8K 0.15% 79
2025
Q3 		$243K Sell
1,126
-50
-4% -$11.3K 0.18% 78
2025
Q2 		$246K Hold
1,176
– – 0.19% 73
2025
Q1 		$201K Hold
1,176
– – 0.16% 81
2024
Q4 		$208K Buy
+1,176
New +$185K 0.16% 76

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

Asset Planning Inc's BA Position: Q2 2026 in Review

Asset Planning Inc held its Boeing (BA) position steady in Q2 2026 at 820 shares worth $178K. The position accounts for 0.11% of the portfolio, ranked #100.

Asset Planning Inc first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $246K in Q2 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Asset Planning Inc held 820 shares of Boeing worth $178K as of Q2 2026.
  • Asset Planning Inc left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.11% of Asset Planning Inc's portfolio in Q2 2026, its #100 holding.
  • Asset Planning Inc first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Boeing position peaked at $246K in Q2 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.