Barnes Pettey Financial Advisors’s Boeing BA Stock Holding History

Barnes Pettey Financial Advisors’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	$283K	Hold	1,307	–	–	0.09%	146
2026 Q1	$260K	Buy	1,307 +50	+4%	+$11.4K	0.11%	136
2025 Q4	$273K	Hold	1,257	–	–	0.13%	117
2025 Q3	$271K	Buy	1,257 +102	+9%	+$23K	0.15%	108
2025 Q2	$242K	Buy	+1,155	New	+$218K	0.16%	92
2025 Q1	–	Sell	-1,255	Closed	-$222K	–	100
2024 Q4	$222K	Buy	+1,255	New	+$197K	0.17%	92
2024 Q1	–	Sell	-1,053	Closed	-$274K	–	97
2023 Q4	$274K	Hold	1,053	–	–	0.22%	76
2023 Q3	$202K	Hold	1,053	–	–	0.19%	92
2023 Q2	$222K	Buy	+1,053	New	+$219K	0.19%	91

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 $3.38T AUM 44.17% 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

Barnes Pettey Financial Advisors's BA Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its Boeing (BA) position steady in Q2 2026 at 1,307 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #146.

Barnes Pettey Financial Advisors first reported a position in BA in Q2 2023 and has held it in 9 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Barnes Pettey Financial Advisors held 1,307 shares of Boeing worth $283K as of Q2 2026.
Barnes Pettey Financial Advisors left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.09% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #146 holding.
Barnes Pettey Financial Advisors first reported a position in Boeing in Q2 2023 and has held it in 9 quarters since.
2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.