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Bedel Financial Consulting’s Boeing BA Stock Holding History

Bedel Financial Consulting’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 		$313K Sell
1,444
-50
-3% -$11.1K 0.03% 238
2026
Q1 		$297K Sell
1,494
-102
-6% -$23.2K 0.03% 228
2025
Q4 		$347K Buy
1,596
+365
+30% +$75.1K 0.04% 203
2025
Q3 		$266K Buy
1,231
+209
+20% +$47.1K 0.03% 233
2025
Q2 		$214K Buy
+1,022
New +$193K 0.03% 256
2023
Q3 		– Sell
-978
Closed -$206K – 237
2023
Q2 		$206K Buy
978
+36
+4% +$7.48K 0.04% 230
2023
Q1 		$200K Buy
+942
New +$196K 0.05% 219
2022
Q2 		– Sell
-906
Closed -$173K – 252
2022
Q1 		$173K Sell
906
-74
-8% -$14.9K 0.05% 198
2021
Q4 		$197K Buy
980
+137
+16% +$28.9K 0.06% 192
2021
Q3 		$185K Buy
843
+10
+1% +$2.23K 0.06% 189
2021
Q2 		$199K Buy
833
+175
+27% +$42.3K 0.07% 181
2021
Q1 		$167K Sell
658
-96
-13% -$21.3K 0.06% 189
2020
Q4 		$161K Sell
754
-240
-24% -$46.1K 0.07% 171
2020
Q3 		$164K Buy
994
+150
+18% +$25.6K 0.08% 160
2020
Q2 		$155K Sell
844
-711
-46% -$109K 0.08% 153
2020
Q1 		$232K Buy
1,555
+749
+93% +$205K 0.15% 103
2019
Q4 		$263K Buy
806
+22
+3% +$7.79K 0.15% 111
2019
Q3 		$298K Buy
784
+1
+0.1% +$357 0.18% 105
2019
Q2 		$285K Buy
783
+121
+18% +$44.1K 0.17% 107
2019
Q1 		$253K Buy
662
+1
+0.2% +$385 0.16% 111
2018
Q4 		$213K Hold
661
– – 0.15% 114
2018
Q3 		$243K Buy
661
+35
+6% +$12.3K 0.16% 114
2018
Q2 		$210K Buy
626
+1
+0.2% +$344 0.15% 128
2018
Q1 		$205K Buy
+625
New +$211K 0.16% 127

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

Bedel Financial Consulting's BA Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Boeing (BA) stake by 3.3% in Q2 2026, selling an estimated $11.1K and leaving 1,444 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #238.

Bedel Financial Consulting first reported a position in BA in Q1 2018 and has held it in 24 quarters since. The position peaked at $347K in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Bedel Financial Consulting held 1,444 shares of Boeing worth $313K as of Q2 2026.
  • Bedel Financial Consulting sold 50 Boeing shares in Q2 2026, an estimated $11.1K.
  • Boeing made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #238 holding.
  • Bedel Financial Consulting first reported a position in Boeing in Q1 2018 and has held it in 24 quarters since.
  • Bedel Financial Consulting's Boeing position peaked at $347K in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.