Benchmark Wealth Management’s Boeing BA Stock Holding History

Benchmark Wealth Management’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
2025 Q2	$349K	Hold	1,665	–	–	0.16%	52
2025 Q1	$284K	Hold	1,665	–	–	0.14%	55
2024 Q4	$295K	Hold	1,665	–	–	0.15%	45
2024 Q3	$253K	Hold	1,665	–	–	0.13%	47
2024 Q2	$303K	Hold	1,665	–	–	0.16%	42
2024 Q1	$321K	Hold	1,665	–	–	0.18%	38
2023 Q4	$434K	Hold	1,665	–	–	0.26%	33
2023 Q3	$319K	Hold	1,665	–	–	0.2%	35
2023 Q2	$352K	Hold	1,665	–	–	0.21%	36
2023 Q1	$336K	Hold	1,665	–	–	0.21%	37
2022 Q4	$317K	Hold	1,665	–	–	0.23%	40
2022 Q3	$202K	Hold	1,665	–	–	0.16%	48
2022 Q2	$228K	Hold	1,665	–	–	0.17%	46
2022 Q1	$319K	Hold	1,665	–	–	0.21%	34
2021 Q4	$335K	Hold	1,665	–	–	0.22%	32
2021 Q3	$366K	Hold	1,665	–	–	0.26%	25
2021 Q2	$399K	Hold	1,665	–	–	0.27%	25
2021 Q1	$424K	Hold	1,665	–	–	0.31%	21
2020 Q4	$356K	Sell	1,665 -100	-6%	-$19.2K	0.27%	27
2020 Q3	$292K	Hold	1,765	–	–	0.23%	29
2020 Q2	$324K	Hold	1,765	–	–	0.28%	26
2020 Q1	$263K	Sell	1,765 -458	-21%	-$125K	0.26%	27
2019 Q4	$724K	Buy	+2,223	New	+$787K	0.62%	18

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Benchmark Wealth Management's BA Position: Q2 2025 in Review

Benchmark Wealth Management held its Boeing (BA) position steady in Q2 2025 at 1,665 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #52.

Benchmark Wealth Management first reported a position in BA in Q4 2019 and has held it in 23 quarters since. The position peaked at $724K in Q4 2019. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

Benchmark Wealth Management held 1,665 shares of Boeing worth $349K as of Q2 2025.
Benchmark Wealth Management left its Boeing share count unchanged in Q2 2025.
Boeing made up 0.16% of Benchmark Wealth Management's portfolio in Q2 2025, its #52 holding.
Benchmark Wealth Management first reported a position in Boeing in Q4 2019 and has held it in 23 quarters since.
Benchmark Wealth Management's Boeing position peaked at $724K in Q4 2019.
2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.