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Benchmark Financial Wealth Advisors’s Boeing BA Stock Holding History

Benchmark Financial Wealth 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 		$278K Buy
1,285
+40
+3% +$8.9K 0.07% 114
2026
Q1 		$248K Buy
1,245
+100
+9% +$22.8K 0.07% 114
2025
Q4 		$249K Sell
1,145
-3
-0.3% -$617 0.07% 104
2025
Q3 		$248K Buy
1,148
+14
+1% +$3.16K 0.07% 100
2025
Q2 		$238K Buy
+1,134
New +$214K 0.08% 101
2024
Q3 		– Sell
-1,764
Closed -$321K – 101
2024
Q2 		$321K Hold
1,764
– – 0.12% 67
2024
Q1 		$340K Sell
1,764
-21
-1% -$4.32K 0.13% 61
2023
Q4 		$465K Buy
1,785
+47
+3% +$10.1K 0.2% 46
2023
Q3 		$333K Buy
1,738
+1
+0.1% +$219 0.16% 47
2023
Q2 		$367K Hold
1,737
– – 0.17% 46
2023
Q1 		$369K Hold
1,737
– – 0.19% 42
2022
Q4 		$331K Sell
1,737
-36
-2% -$5.89K 0.18% 48
2022
Q3 		$215K Buy
1,773
+26
+1% +$3.99K 0.13% 65
2022
Q2 		$239K Buy
1,747
+200
+13% +$29.5K 0.12% 59
2022
Q1 		$296K Sell
1,547
-363
-19% -$72.9K 0.13% 59
2021
Q4 		$384K Sell
1,910
-12
-0.6% -$2.54K 0.16% 46
2021
Q3 		$423K Sell
1,922
-245
-11% -$54.6K 0.2% 42
2021
Q2 		$519K Sell
2,167
-100
-4% -$24.2K 0.25% 39
2021
Q1 		$577K Sell
2,267
-420
-16% -$93.4K 0.31% 34
2020
Q4 		$575K Buy
2,687
+83
+3% +$16K 0.32% 34
2020
Q3 		$430K Buy
2,604
+105
+4% +$17.9K 0.28% 36
2020
Q2 		$458K Buy
2,499
+1,136
+83% +$175K 0.34% 35
2020
Q1 		$203K Buy
1,363
+122
+10% +$33.4K 0.2% 37
2019
Q4 		$404K Buy
1,241
+5
+0.4% +$1.77K 0.33% 23
2019
Q3 		$470K Buy
1,236
+311
+34% +$111K 0.46% 21
2019
Q2 		$337K Buy
925
+128
+16% +$46.7K 0.33% 24
2019
Q1 		$304K Buy
797
+22
+3% +$8.47K 0.32% 25
2018
Q4 		$250K Buy
+775
New +$268K 0.31% 26

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

Benchmark Financial Wealth Advisors's BA Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Boeing (BA) stake by 3.2% in Q2 2026, buying an estimated $8.9K and bringing the position to 1,285 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #114.

Benchmark Financial Wealth Advisors first reported a position in BA in Q4 2018 and has held it in 28 quarters since. The position peaked at $577K in Q1 2021. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 1,285 shares of Boeing worth $278K as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 40 Boeing shares in Q2 2026, an estimated $8.9K.
  • Boeing made up 0.07% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Boeing in Q4 2018 and has held it in 28 quarters since.
  • Benchmark Financial Wealth Advisors's Boeing position peaked at $577K in Q1 2021.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.