Benedict Financial Advisors’s Boeing BA Stock Holding History

Benedict 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 Q3	–	Sell	-10,377	Closed	-$2.25M	–	138
2026 Q2	$2.25M	Sell	10,377 -57	-0.5%	-$12.7K	0.44%	80
2026 Q1	$2.08M	Buy	10,434 +823	+9%	+$187K	0.43%	80
2025 Q4	$2.09M	Sell	9,611 -299	-3%	-$61.5K	0.44%	79
2025 Q3	$2.14M	Sell	9,910 -110	-1%	-$24.8K	0.46%	75
2025 Q2	$2.1M	Buy	10,020 +1,782	+22%	+$337K	0.48%	74
2025 Q1	$1.4M	Buy	+8,238	New	+$1.43M	0.33%	85
2024 Q1	–	Sell	-2,537	Closed	-$661K	–	127
2023 Q4	$661K	Buy	+2,537	New	+$543K	0.18%	99
2019 Q4	–	Sell	-565	Closed	-$215K	–	105
2019 Q3	$215K	Hold	565	–	–	0.09%	100
2019 Q2	$206K	Hold	565	–	–	0.09%	105
2019 Q1	$215K	Buy	+565	New	+$217K	0.09%	103
2018 Q4	–	Sell	-565	Closed	-$210K	–	104
2018 Q3	$210K	Buy	+565	New	+$198K	0.09%	107

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Benedict Financial Advisors's BA Position: Q3 2026 in Review

Benedict Financial Advisors sold out of Boeing (BA) in Q3 2026, closing a stake of 10,377 shares — an estimated $2.25M sold.

Benedict Financial Advisors first reported a position in BA in Q3 2018 and held it in 11 quarters. The position peaked at $2.25M in Q2 2026. 1,231 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Benedict Financial Advisors reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
Benedict Financial Advisors sold 10,377 Boeing shares in Q3 2026, an estimated $2.25M.
Benedict Financial Advisors first reported a position in Boeing in Q3 2018 and held it in 11 quarters.
Benedict Financial Advisors's Boeing position peaked at $2.25M in Q2 2026.
1,231 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.